PFE — PFIZER INC

Ownership history in Tortoise Investment Management, LLC  ·  48 quarters on record

AI Ownership Summary

Tortoise Investment Management, LLC reported PFIZER INC (PFE) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows PFE at 0.01% 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 Tortoise Investment Management, LLC'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 Q3

PFE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

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 Q3

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 Tortoise Investment Management, LLC fund profile Tortoise Investment Management, LLC full holdings
How Tortoise Investment Management, LLC held PFE — position size vs. price
% of Fund (quarterly)    PFE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3,661 +99 +2.8% 0.01% $93K 2025-11-13 $25.37
2025 Q2 REDUCED 3,562 -333 -8.5% 0.01% $86K 2025-08-08 $23.76
2025 Q1 REDUCED 3,895 -215 -5.2% 0.01% $99K 2025-05-14 $20.92
2024 Q4 REDUCED 4,110 -115 -2.7% 0.01% $109K 2025-02-07 $24.00
2024 Q3 ADDED 4,225 +145 +3.6% 0.01% $122K 2024-11-13 $24.51
2024 Q2 ADDED 4,080 +629 +18.2% 0.01% $114K 2024-08-01 $27.68
2024 Q1 ADDED 3,451 +7 +0.2% 0.01% $96K 2024-05-09 $25.10
2023 Q4 REDUCED 3,444 -2,382 -40.9% 0.01% $95K 2024-02-08 $24.19
40 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

Employees Provident Fund Board 3.19% Artemis Investment Management LLP 3Y 7Y 2.2% Martin Capital Partners, LLC 3Y 7Y 1.97% Keystone Financial Planning, Inc. 3Y 7Y 1.85% Gilman Hill Asset Management, LLC 3Y 7Y 1.75% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 1.73% Signature Wealth Management Group 3Y 7Y 1.7% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.69% ADVOCATE GROUP LLC 3Y 1.56% PCB Capital LLC 1.53%

FAQ About Tortoise Investment 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 Tortoise Investment Management, LLC reported owning PFE?

Tortoise Investment Management, LLC reported PFE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PFE position in Tortoise Investment Management, LLC's portfolio?

The largest reported portfolio weight for PFE was 0.01% in 2024 Q2.

What is the latest reported PFE position on this page?

The most recent filing on this page is 2025 Q3, when Tortoise Investment Management, LLC reported 3,661 shares, equal to 0.01% of portfolio, with an estimated market value of $93K.

What does the chart on this PFE ownership page compare?

The chart compares Tortoise Investment 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.

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