Ledyard National Bank PFE — PFIZER INC COM

Ownership history in Ledyard National Bank  ·  86 quarters on record

AI Ownership Summary

Ledyard National Bank reported PFIZER INC COM (PFE) in 86 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.12% in 2023 Q4. The latest visible filing shows PFE at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ledyard National Bank's position in PFIZER INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PFE was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PFE stock page Ledyard National Bank fund profile Ledyard National Bank full holdings
How Ledyard National Bank held PFE — position size vs. price
% of Fund (quarterly)    PFE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 182,630 +4,005 +2.2% 0.44% $5.1M 2026-04-24 $27.00
2025 Q4 REDUCED — — — 178,625 -1,591 -0.9% 0.38% $4.4M 2026-01-21 $25.46
2025 Q3 REDUCED — — — 180,216 -8,621 -4.6% 0.41% $4.6M 2025-11-05 $23.79
2025 Q2 REDUCED 5.4% +0.1% ❌ 188,837 -10,739 -5.4% 0.43% $4.6M 2025-08-04 $22.74
2025 Q1 REDUCED — — — 199,576 -5,547 -2.7% 0.50% $5.1M 2025-04-23 $20.87
2024 Q4 REDUCED 17.3% -2.9% ✅ 205,123 -42,815 -17.3% 0.51% $5.4M 2025-01-28 $24.94
2024 Q3 REDUCED 11.1% -7.3% ✅ 247,938 -31,000 -11.1% 0.66% $7.2M 2024-10-21 $26.13
2024 Q2 REDUCED 21.3% +4.9% ❌ 278,938 -75,556 -21.3% 0.76% $7.8M 2024-08-06 $26.48
2024 Q1 REDUCED 6.2% +3.2% ❌ 354,494 -23,238 -6.2% 0.95% $9.8M 2024-05-09 $25.10
2023 Q4 ADDED — — — 377,732 +13,266 +3.6% 1.12% $10.9M 2024-02-05 $23.31
76 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PFE

As of 2026 Q1 — sorted by position size

QSM Asset Management Ltd 6.73% Nexus Investment Management ULC 3Y 7Y 4.05% Corecam AG 3.93% Torrey Growth & Income Advisors 3.92% COERENTE CAPITAL MANAGEMENT 3Y 3.66% Corecam Pte. Ltd. 3.6% Employees Provident Fund Board 3.19% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.95% Verity & Verity, LLC 3Y 7Y 2.77% Baugh & Associates, LLC 3Y 7Y 2.73%

FAQ About Ledyard National Bank and PFE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ledyard National Bank reported owning PFE?

Ledyard National Bank reported PFE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PFE position in Ledyard National Bank's portfolio?

The largest reported portfolio weight for PFE was 1.12% in 2023 Q4.

What is the latest reported PFE position on this page?

The most recent filing on this page is 2026 Q1, when Ledyard National Bank reported 182,630 shares, equal to 0.44% of portfolio, with an estimated market value of $5.1M.

What does the chart on this PFE ownership page compare?

The chart compares Ledyard National Bank's quarterly PFE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ledyard National Bank time their PFE position?

Based on 13F filing dates vs. subsequent PFE price moves, Ledyard National Bank correctly timed 54 out of 85 reported position changes (64%). The annualised alpha on PFE relative to SPY over the holding period was -13.1%.

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