RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by RSM US 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 overview All 13F holders of PFE Full Q2 2026 holdings

Shares (Q2 2026): 176,708
Value: $4.26M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of PFE by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	176,708	$4.26M	<0.1%	−6,200−3.4%	Reduced	Holders
Q1 2026	182,908	$5.13M	0.1%	+17,634+10.7%	Added	Holders
Q4 2025	165,274	$4.13M	0.1%	−9,814−5.6%	Reduced	Holders
Q3 2025	175,088	$4.46M	0.1%	−6,375−3.5%	Reduced	Holders
Q2 2025	181,463	$4.40M	0.1%	+5,664+3.2%	Added	Holders
Q1 2025	175,799	$4.45M	0.1%	+6,471+3.8%	Added	Holders
Q4 2024	169,328	$4.49M	0.1%	−55,859−24.8%	Reduced	Holders
Q3 2024	225,187	$6.46M	0.1%	+41,485+22.6%	Added	Holders
Q2 2024	183,702	$5.18M	0.1%	+77,645+73.2%	Added	Holders
Q1 2024	106,057	$2.94M	0.1%	−13,516−11.3%	Reduced	Holders
Q4 2023	119,573	$3.44M	0.1%	+12,181+11.3%	Added	Holders
Q3 2023	107,392	$3.56M	0.1%	+4,024+3.9%	Added	Holders
Q2 2023	103,368	$3.79M	0.1%	−8,803−7.8%	Reduced	Holders
Q1 2023	112,171	$4.58M	0.2%	+88,547+374.8%	Added	Holders
Q4 2022	23,624	$1.21M	0.1%	−452−1.9%	Reduced	Holders
Q3 2022	24,076	$1.05M	0.1%	+288+1.2%	Added	Holders
Q2 2022	23,788	$1.25M	0.1%	+610+2.6%	Added	Holders
Q1 2022	23,178	$1.20M	0.1%	+30.0%	Added	Holders
Q4 2021	23,175	$1.37M	0.1%	+174+0.8%	Added	Holders
Q3 2021	23,001	$989.0K	0.1%	+1,327+6.1%	Added	Holders
Q2 2021	21,674	$849.0K	<0.1%	−457−2.1%	Reduced	Holders
Q1 2021	22,131	$802.0K	0.1%	–	–	Holders

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