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Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

PFE holding history

Pfizer Inc in every 13F filed by Capital Planning 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 Q1 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of PFE by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−14,584−100.0%Sold outHolders
Q3 202414,584$422.1K0.1%+71+0.5%AddedHolders
Q2 202414,513$406.1K0.1%+194+1.4%AddedHolders
Q1 202414,319$397.4K0.1%+185+1.3%AddedHolders
Q4 202314,134$406.9K0.1%−2,222−13.6%ReducedHolders
Q3 202316,356$542.5K0.1%+265+1.6%AddedHolders
Q2 202316,091$590.2K0.1%+281+1.8%AddedHolders
Q1 202315,810$645.0K0.1%−2,054−11.5%ReducedHolders
Q4 202217,864$915.4K0.2%+1,867+11.7%AddedHolders
Q3 202215,997$700.0K0.2%−879−5.2%ReducedHolders
Q2 202216,876$885.0K0.2%−248−1.4%ReducedHolders
Q1 202217,124$887.0K0.2%+31+0.2%AddedHolders
Q4 202117,093$1.01M0.2%+2,814+19.7%AddedHolders
Q3 202114,279$614.0K0.1%00.0%UnchangedHolders
Q2 202114,279$559.0K0.1%00.0%UnchangedHolders
Q1 202114,279$517.0K0.1%––Holders

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