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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

PFE holding history

Pfizer Inc in every 13F filed by Evercore 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)
93,409
Value
$2.25M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202693,409$2.25M<0.1%−8,311−8.2%ReducedHolders
Q1 2026101,720$2.86M<0.1%−5,317−5.0%ReducedHolders
Q4 2025107,037$2.67M<0.1%+4,338+4.2%AddedHolders
Q3 2025102,699$2.62M<0.1%−16,403−13.8%ReducedHolders
Q2 2025119,102$2.89M<0.1%−14,901−11.1%ReducedHolders
Q1 2025134,003$3.40M0.1%−9,733−6.8%ReducedHolders
Q4 2024143,736$3.81M0.1%−29,647−17.1%ReducedHolders
Q3 2024173,383$5.02M0.1%−23,655−12.0%ReducedHolders
Q2 2024197,038$5.51M0.1%−9,852−4.8%ReducedHolders
Q1 2024206,890$5.74M0.1%−10,464−4.8%ReducedHolders
Q4 2023217,354$6.26M0.1%−17,615−7.5%ReducedHolders
Q3 2023234,969$7.79M0.1%−12,988−5.2%ReducedHolders
Q2 2023247,957$9.10M0.2%−3,898−1.5%ReducedHolders
Q1 2023251,855$10.3M0.2%−6,662−2.6%ReducedHolders
Q4 2022258,517$13.2M0.3%−6,902−2.6%ReducedHolders
Q3 2022265,419$11.6M0.3%−3,200−1.2%ReducedHolders
Q2 2022268,619$14.1M0.3%−2,178−0.8%ReducedHolders
Q1 2022270,797$14.0M0.2%+710.0%AddedHolders
Q4 2021270,726$16.0M0.3%−5,825−2.1%ReducedHolders
Q3 2021276,551$11.9M0.2%−10,281−3.6%ReducedHolders
Q2 2021286,832$11.2M0.2%−12,975−4.3%ReducedHolders
Q1 2021299,807$10.9M0.2%––Holders

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