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Pfizer shares owned by Caldwell Trust

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Pfizer

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All positions including Pfizer held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 51k 25.48
2021-12-31 $6.5M 110k 59.05
2021-09-30 $4.8M 111k 43.01
2021-06-30 $3.5M 90k 39.16
2021-03-31 $3.0M 82k 36.23
2020-12-31 $2.8M 75k 36.81
2020-09-30 $2.7M 75k 36.70
2020-06-30 $2.4M 75k 32.70
2020-03-31 $2.5M 77k 32.64
2019-12-31 $3.1M 79k 39.18