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Wellington Shields Capital Management, LLC: PFE position timeline

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

Wellington Shields Capital Management, LLC held 87,986 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,986 shares
    Change vs previous 13F -4,473 shares

    0.17% of the 13F portfolio, value $2,118,705.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 13,191 shares
    • Wellington Shields & Co., LLC: 74,795 shares

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

  2. period ended2026-03-31
    13F 92,459 shares
    Change vs previous 13F -3,505 shares

    0.25% of the 13F portfolio, value $2,596,249.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 16,164 shares
    • Wellington Shields & Co., LLC: 76,295 shares

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

  3. period ended2025-12-31
    13F 95,964 shares
    Change vs previous 13F +2,441 shares

    0.22% of the 13F portfolio, value $2,389,500.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 15,008 shares
    • Wellington Shields & Co., LLC: 80,956 shares

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

  4. period ended2025-09-30
    13F 93,523 shares
    Change vs previous 13F -326 shares

    0.23% of the 13F portfolio, value $2,382,954.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 14,532 shares
    • Wellington Shields & Co., LLC: 78,991 shares

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

  5. period ended2025-06-30
    13F 93,849 shares
    Change vs previous 13F -2,573 shares

    0.24% of the 13F portfolio, value $2,274,889.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 14,955 shares
    • Wellington Shields & Co., LLC: 78,894 shares

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

  6. period ended2025-03-31
    13F 96,422 shares
    Change vs previous 13F -3,391 shares

    0.28% of the 13F portfolio, value $2,443,331.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 21,428 shares
    • Wellington Shields & Co., LLC: 74,994 shares

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

  7. period ended2024-12-31
    13F 99,813 shares
    Change vs previous 13F -8,319 shares

    0.3% of the 13F portfolio, value $2,648,036.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 24,019 shares
    • Wellington Shields & Co., LLC: 75,794 shares

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

  8. period ended2024-09-30
    13F 108,132 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,129,339.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 29,730 shares
    • Wellington Shields & Co., LLC: 78,402 shares

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