PFE PFIZER INC

Ownership history in Slocum, Gordon & Co LLP  ·  10 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported PFIZER INC (PFE) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.09% in 2023 Q4. The latest visible filing shows PFE at 1.65% 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 Slocum, Gordon & Co LLP's position in PFIZER INC, 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 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.09% 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 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.

How Slocum, Gordon & Co LLP held PFE — position size vs. price
% of Fund (quarterly)    PFE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 91,627 -10,650 -10.4% 1.65% $2.3M 2026-02-14 (Est.) $27.58
2025 Q3 REDUCED 102,277 -450 -0.4% 2.08% $2.6M 2025-10-17 $23.69
2025 Q2 REDUCED 102,727 -12,379 -10.8% 2.01% $2.5M 2025-08-19 $24.47
2025 Q1 UNCHANGED 115,106 0% 2.17% $2.9M 2025-04-23 $20.87
2024 Q4 REDUCED 115,106 -37,006 -24.3% 2.51% $3.1M 2025-01-28 $24.94
2024 Q3 REDUCED 152,112 -6,561 -4.1% 1.77% $4.4M 2024-11-04 $25.07
2024 Q2 REDUCED 158,673 -2,955 -1.8% 3.30% $4.4M 2024-08-05 $26.86
2024 Q1 REDUCED 161,628 -265 -0.2% 3.33% $4.5M 2024-05-02 $24.30
2023 Q4 REDUCED 161,893 -10,523 -6.1% 4.09% $4.7M 2024-02-14 $23.78
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Slocum, Gordon & Co LLP and PFE

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

How long has Slocum, Gordon & Co LLP reported owning PFE?

Slocum, Gordon & Co LLP reported PFE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PFE position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for PFE was 4.09% in 2023 Q4.

What is the latest reported PFE position on this page?

The most recent filing on this page is 2025 Q4, when Slocum, Gordon & Co LLP reported 91,627 shares, equal to 1.65% of portfolio, with an estimated market value of $2.3M.

What does the chart on this PFE ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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.

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