Joel Greenblatt’s PFE Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q1 2016
+1.58 M Shares
Current Position
1.47 M Shares
$37.51 M Value

Joel Greenblatt's PFE Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.47 M shares of Pfizer Inc. (PFE) worth $37.51 M, representing 0.16% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in PFE, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 1.36 M shares. Largest reduction occurred in Q2 2019, reducing 1.06 M shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Pfizer (PFE) Holding Value Over Time

Track share changes against reported price movement

Quarterly Pfizer (PFE) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +18,093 Add 0.00% 18,092 $28.02
Q3 2013 +46,958 Add 259.55% 65,050 $28.73
Q4 2013 +157,230 Add 241.71% 222,280 $30.63
Q1 2014 +792,528 Add 356.54% 1.01 M $32.12
Q2 2014 +726,506 Add 71.59% 1.74 M $29.68
Q3 2014 -119,222 Reduce 6.85% 1.62 M $29.57
Q4 2014 -201,144 Reduce 12.40% 1.42 M $31.15
Q1 2015 +551,840 Add 38.84% 1.97 M $34.79
Q2 2015 -948,224 Reduce 48.07% 1.02 M $33.53
Q3 2015 +23,297 Add 2.27% 1.05 M $31.41
Q4 2015 -1.05 M Sold Out 1.05 M $0.00
Q1 2016 +1.58 M New Buy 1.58 M $29.64
Q2 2016 +361,019 Add 22.89% 1.94 M $35.21
Q3 2016 -779,345 Reduce 40.21% 1.16 M $33.87
Q4 2016 -399,563 Reduce 34.48% 759,374 $32.48
Q1 2017 +185,286 Add 24.40% 944,660 $34.21
Q2 2017 -473,732 Reduce 50.15% 470,928 $33.59
Q3 2017 -449,111 Reduce 95.37% 21,817 $35.71
Q4 2017 +28,105 Add 128.82% 49,922 $36.22
Q1 2018 +1.36 M Add 2732.64% 1.41 M $35.49
Q2 2018 -140,811 Reduce 9.96% 1.27 M $36.28
Q3 2018 -819,658 Reduce 64.37% 453,641 $44.07
Q4 2018 +140,800 Add 31.04% 594,441 $43.65
Q1 2019 +882,130 Add 148.40% 1.48 M $42.47
Q2 2019 -1.06 M Reduce 72.11% 411,783 $43.32
Q3 2019 -403,692 Reduce 98.04% 8,091 $35.97
Q4 2019 +805,654 Add 9957.41% 813,745 $39.18
Q1 2020 +196,870 Add 24.19% 1.01 M $32.64
Q2 2020 -79,258 Reduce 7.84% 931,357 $32.70
Q3 2020 -421,369 Reduce 45.24% 509,988 $36.70
Q4 2020 +12,180 Add 2.39% 522,168 $36.81
Q1 2021 -33,529 Reduce 6.42% 488,639 $36.23
Q2 2021 -11,409 Reduce 2.33% 477,230 $39.16
Q3 2021 +54,946 Add 11.51% 532,176 $43.01
Q4 2021 -158,691 Reduce 29.82% 373,485 $59.05
Q1 2022 -82,192 Reduce 22.01% 291,293 $51.77
Q2 2022 +29,725 Add 10.20% 321,018 $52.43
Q3 2022 +6,819 Add 2.12% 327,837 $43.76
Q4 2022 -59,149 Reduce 18.04% 268,688 $51.24
Q1 2023 +184,535 Add 68.68% 453,223 $40.80
Q2 2023 +78,965 Add 17.42% 532,188 $36.68
Q3 2023 -9,267 Reduce 1.74% 522,921 $33.17
Q4 2023 -462,443 Reduce 88.43% 60,478 $28.79
Q1 2024 -26,788 Reduce 44.29% 33,690 $27.75
Q2 2024 -8,214 Reduce 24.38% 25,476 $27.98
Q3 2024 +7,070 Add 27.75% 32,546 $28.94
Q4 2024 +108,494 Add 333.36% 141,040 $26.53
Q1 2025 +287,925 Add 204.14% 428,965 $25.34
Q2 2025 +475,105 Add 110.76% 904,070 $24.24
Q3 2025 +568,016 Add 62.83% 1.47 M $25.48

Joel Greenblatt's Pfizer Investment FAQs

Joel Greenblatt first purchased Pfizer Inc. (PFE) in Q2 2013, acquiring 18,092 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Pfizer Inc. (PFE) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Pfizer Inc. (PFE) was in Q1 2016, adding 1,577,263 shares worth $46.75 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,472,086 shares of Pfizer Inc. (PFE), valued at approximately $37.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Pfizer Inc. (PFE) represents approximately 0.16% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Pfizer Inc. (PFE) was 1,972,788 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.