R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC PFE — PFIZER INC COM

Ownership history in R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC  ·  61 quarters on record

AI Ownership Summary

R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC reported PFIZER INC COM (PFE) in 61 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.78% in 2024 Q4. The latest visible filing shows PFE at 1.07% 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 R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC'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
2025 Q4

PFE was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2024 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 2025 Q4

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 R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC fund profile R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC full holdings
How R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 77,032 — 0% 1.07% $1.9M 2026-02-14 (Est.) $27.58
2025 Q3 ADDED — — — 77,032 +300 +0.4% 1.06% $2.0M 2025-11-14 $24.65
2025 Q2 REDUCED 31.7% +0.1% ❌ 76,732 -35,534 -31.7% 1.05% $1.9M 2025-08-14 $24.27
2025 Q1 ADDED — — — 112,266 +300 +0.3% 1.68% $2.8M 2025-05-15 $21.47
2024 Q4 ADDED — — — 111,966 +66,966 +148.8% 1.78% $3.0M 2025-02-14 $23.80
2024 Q3 ADDED — — — 45,000 +300 +0.7% 0.81% $1.3M 2024-11-14 $23.86
2024 Q2 REDUCED 16.1% +4.9% ❌ 44,700 -8,600 -16.1% 0.82% $1.3M 2024-08-14 $26.08
2024 Q1 REDUCED — — — 53,300 -2,500 -4.5% 0.94% $1.5M 2024-05-15 $25.67
2023 Q4 UNCHANGED — — — 55,800 — 0% 1.14% $1.6M 2024-02-14 $23.78
52 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% WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.23% 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% Spurstone Advisory Services, LLC 3.53% Employees Provident Fund Board 3.19% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.95%

FAQ About R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC and PFE

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

How long has R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC reported owning PFE?

R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC reported PFE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PFE position in R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for PFE was 1.78% in 2024 Q4.

What is the latest reported PFE position on this page?

The most recent filing on this page is 2025 Q4, when R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC reported 77,032 shares, equal to 1.07% of portfolio, with an estimated market value of $1.9M.

What does the chart on this PFE ownership page compare?

The chart compares R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC'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 R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC time their PFE position?

Based on 13F filing dates vs. subsequent PFE price moves, R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC correctly timed 11 out of 28 reported position changes (39%). The annualised alpha on PFE relative to SPY over the holding period was -7.8%.

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