BSW Wealth Partners

SEC CIK: 0001512601
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

PFE holding history

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

PFE overview All 13F holders of PFE Full Q2 2026 holdings

Shares (Q2 2026): 66,011
Value: $1.59M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PFE by BSW Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	66,011	$1.59M	0.2%	−1,462−2.2%	Reduced	Holders
Q1 2026	67,473	$1.89M	0.2%	+9,718+16.8%	Added	Holders
Q4 2025	57,755	$1.44M	0.2%	−6,516−10.1%	Reduced	Holders
Q3 2025	64,271	$1.64M	0.2%	+2,225+3.6%	Added	Holders
Q2 2025	62,046	$1.50M	0.2%	−8,163−11.6%	Reduced	Holders
Q1 2025	70,209	$1.78M	0.3%	+17,274+32.6%	Added	Holders
Q4 2024	52,935	$1.40M	0.2%	+1,111+2.1%	Added	Holders
Q3 2024	51,824	$1.50M	0.2%	+619+1.2%	Added	Holders
Q2 2024	51,205	$1.43M	0.2%	+675+1.3%	Added	Holders
Q1 2024	50,530	$1.40M	0.2%	−876−1.7%	Reduced	Holders
Q4 2023	51,406	$1.48M	0.3%	−3,764−6.8%	Reduced	Holders
Q3 2023	55,170	$1.83M	0.4%	+1,895+3.6%	Added	Holders
Q2 2023	53,275	$1.95M	0.4%	−1,878−3.4%	Reduced	Holders
Q1 2023	55,153	$2.25M	0.5%	−2,807−4.8%	Reduced	Holders
Q4 2022	57,960	$2.97M	0.6%	+957+1.7%	Added	Holders
Q3 2022	57,003	$2.49M	0.6%	+214+0.4%	Added	Holders
Q2 2022	56,789	$2.98M	0.7%	−105−0.2%	Reduced	Holders
Q1 2022	56,894	$2.94M	0.7%	−351−0.6%	Reduced	Holders
Q4 2021	57,245	$3.38M	0.8%	+8,559+17.6%	Added	Holders
Q3 2021	48,686	$2.09M	0.6%	−7,233−12.9%	Reduced	Holders
Q2 2021	55,919	$2.19M	0.6%	−28,957−34.1%	Reduced	Holders
Q1 2021	84,876	$3.08M	0.9%	–	–	Holders

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