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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

PFE holding history

Pfizer Inc in every 13F filed by EP Wealth Advisors, 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)
247,206
Value
$5.95M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PFE by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026247,206$5.95M<0.1%+10,088+4.3%AddedHolders
Q1 2026237,118$6.66M<0.1%−21,616−8.4%ReducedHolders
Q4 2025258,734$6.44M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025276,553$6.70M<0.1%−2,794−1.0%ReducedHolders
Q1 2025279,347$7.08M0.1%−29,454−9.5%ReducedHolders
Q4 2024308,801$8.19M0.1%−8,104−2.6%ReducedHolders
Q3 2024316,905$9.17M0.1%−18,336−5.5%ReducedHolders
Q2 2024335,241$9.38M0.1%−821−0.2%ReducedHolders
Q1 2024336,062$9.33M0.1%+2,864+0.9%AddedHolders
Q4 2023333,198$9.59M0.1%−28,928−8.0%ReducedHolders
Q3 2023362,126$12.0M0.2%+358,876+11,042.3%AddedHolders
Q2 20233,250$13.0M0.2%−286,701−98.9%ReducedHolders
Q1 2023289,951––+129,337+80.5%AddedHolders
Q4 2022160,614$8.23M0.1%+13,919+9.5%AddedHolders
Q3 2022146,695$6.42M0.1%+38,973+36.2%AddedHolders
Q2 2022107,722$5.65M0.1%+11,621+12.1%AddedHolders
Q1 202296,101$4.97M0.1%−3,940−3.9%ReducedHolders
Q4 2021100,041$5.91M0.1%+3,639+3.8%AddedHolders
Q3 202196,402$4.15M0.1%−2,817−2.8%ReducedHolders
Q2 202199,219$3.88M0.1%+464+0.5%AddedHolders
Q1 202198,755$3.58M0.1%––Holders

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