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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

PFE holding history

Pfizer Inc in every 13F filed by Gradient Investments 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)
13,131
Value
$316.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,131$316.2K<0.1%+1,346+11.4%AddedHolders
Q1 202611,785$330.9K<0.1%−112,019−90.5%ReducedHolders
Q4 2025123,804$3.08M<0.1%−36,504−22.8%ReducedHolders
Q3 2025160,308$4.08M0.1%−649,053−80.2%ReducedHolders
Q2 2025809,361$19.6M0.4%−351,121−30.3%ReducedHolders
Q1 20251,160,482$29.4M0.6%+50,650+4.6%AddedHolders
Q4 20241,109,832$29.4M0.6%+183,403+19.8%AddedHolders
Q3 2024926,429$26.8M0.6%+364,113+64.8%AddedHolders
Q2 2024562,316$15.7M0.4%+553,760+6,472.2%AddedHolders
Q1 20248,556$237.4K<0.1%−11,758−57.9%ReducedHolders
Q4 202320,314$584.9K<0.1%+1,129+5.9%AddedHolders
Q3 202319,185$636.4K<0.1%−1,397−6.8%ReducedHolders
Q2 202320,582$754.9K<0.1%+399+2.0%AddedHolders
Q1 202320,183$823.5K<0.1%+73+0.4%AddedHolders
Q4 202220,110$1.03M<0.1%−1,071−5.1%ReducedHolders
Q3 202221,181$927.0K<0.1%−984−4.4%ReducedHolders
Q2 202222,165$1.16M<0.1%+2,993+15.6%AddedHolders
Q1 202219,172$993.0K<0.1%+337+1.8%AddedHolders
Q4 202118,835$1.11M<0.1%−144−0.8%ReducedHolders
Q3 202118,979$816.0K<0.1%+540+2.9%AddedHolders
Q2 202118,439$722.0K<0.1%+323+1.8%AddedHolders
Q1 202118,116$656.0K<0.1%––Holders

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