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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

PFE holding history

Pfizer Inc in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overviewAll 13F holders of PFEFull Q2 2026 holdings

Shares (Q2 2026)
9,436
Value
$227.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,436$227.2K<0.1%−43−0.5%ReducedHolders
Q1 20269,479$266.2K<0.1%+300+3.3%AddedHolders
Q4 20259,179$228.6K<0.1%−750−7.6%ReducedHolders
Q3 20259,929$253.0K<0.1%−2,282−18.7%ReducedHolders
Q2 202512,211$296.0K<0.1%−1,884−13.4%ReducedHolders
Q1 202514,095$357.2K<0.1%+636+4.7%AddedHolders
Q4 202413,459$357.1K0.1%−5,458−28.9%ReducedHolders
Q3 202418,917$547.4K0.1%−1,675−8.1%ReducedHolders
Q2 202420,592$576.2K0.1%+5,636+37.7%AddedHolders
Q1 202414,956$415.0K0.1%−2,062−12.1%ReducedHolders
Q4 202317,018$489.9K0.1%−1,194−6.6%ReducedHolders
Q3 202318,212$604.1K0.1%00.0%UnchangedHolders
Q2 202318,212$668.0K0.1%−1,695−8.5%ReducedHolders
Q1 202319,907$812.2K0.2%−8,328−29.5%ReducedHolders
Q4 202228,235$1.45M0.3%−1,670−5.6%ReducedHolders
Q3 202229,905$1.31M0.3%+417+1.4%AddedHolders
Q2 202229,488$1.55M0.3%−20−0.1%ReducedHolders
Q1 202229,508$1.53M0.3%−11,785−28.5%ReducedHolders
Q4 202141,293$2.44M0.4%+1,899+4.8%AddedHolders
Q3 202139,394$1.69M0.3%−16,742−29.8%ReducedHolders
Q2 202156,136$2.20M0.4%−1,016−1.8%ReducedHolders
Q1 202157,152$2.07M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.