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Livermore
Livermore
ZHEN

ProVise Management Group, LLC

SEC CIK
0001305707
Latest filing
Aug 3, 2026

PFE holding history

Pfizer Inc in every 13F filed by ProVise Management Group, 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)
145,537
Value
$3.50M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PFE by ProVise Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026145,537$3.50M0.2%+4,875+3.5%AddedHolders
Q1 2026140,662$3.95M0.3%+4,942+3.6%AddedHolders
Q4 2025135,720$3.38M0.2%+5,351+4.1%AddedHolders
Q3 2025130,369$3.32M0.2%−2,512−1.9%ReducedHolders
Q2 2025132,881$3.22M0.3%+18,724+16.4%AddedHolders
Q1 2025114,157$2.89M0.2%+7,327+6.9%AddedHolders
Q4 2024106,830$2.83M0.2%−23,582−18.1%ReducedHolders
Q3 2024130,412$3.77M0.3%+1,486+1.2%AddedHolders
Q2 2024128,926$3.61M0.3%+2,131+1.7%AddedHolders
Q1 2024126,795$3.52M0.3%−3,684−2.8%ReducedHolders
Q4 2023130,479$3.76M0.3%−5,116−3.8%ReducedHolders
Q3 2023135,595$4.50M0.4%+3,827+2.9%AddedHolders
Q2 2023131,768$4.83M0.4%+3,134+2.4%AddedHolders
Q1 2023128,634$5.25M0.5%−112,056−46.6%ReducedHolders
Q4 2022240,690$12.3M1.2%−6,330−2.6%ReducedHolders
Q3 2022247,020$10.8M1.2%+3,045+1.2%AddedHolders
Q2 2022243,975$12.8M1.4%+2,579+1.1%AddedHolders
Q1 2022241,396$12.5M1.2%+2,204+0.9%AddedHolders
Q4 2021239,192$14.1M1.3%+694+0.3%AddedHolders
Q3 2021238,498$10.3M1.0%+4,477+1.9%AddedHolders
Q2 2021234,021$9.16M0.9%+4,566+2.0%AddedHolders
Q1 2021229,455$8.31M0.9%––Holders

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