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BOURGEON CAPITAL MANAGEMENT LLC: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOURGEON CAPITAL MANAGEMENT LLC on PFE, newest first. How the timeline and the estimate are built.

BOURGEON CAPITAL MANAGEMENT LLC held 372,849 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,849 shares
    Change vs previous 13F +17,682 shares

    1.34% of the 13F portfolio, value $8,978,204.

    13F-HR 0001019056-26-000113 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 355,167 shares
    Change vs previous 13F +341,896 shares

    1.74% of the 13F portfolio, value $9,973,090.

    13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,271 shares
    Change vs previous 13F +13,271 shares

    0.05% of the 13F portfolio, value $330,448.

    13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -213,288 shares

    13F-HR 0001019056-25-000222 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 213,288 shares
    Change vs previous 13F -200,406 shares

    1.02% of the 13F portfolio, value $5,170,097.

    13F-HR 0001019056-25-000188 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 413,694 shares
    Change vs previous 13F -4,964 shares

    2.26% of the 13F portfolio, value $10,482,998.

    13F-HR 0001019056-25-000163 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 418,658 shares
    Change vs previous 13F +359,721 shares

    2.07% of the 13F portfolio, value $11,107,009.

    13F-HR 0001019056-25-000017 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 58,937 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,705,633.

    13F-HR 0001019056-24-000299 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).