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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

PFE holding history

Pfizer Inc in every 13F filed by Lyell Wealth Management, LP, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of PFE by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−7,853−100.0%Sold outHolders
Q4 20237,853$226.1K<0.1%+144+1.9%AddedHolders
Q3 20237,709$255.7K<0.1%−1,775−18.7%ReducedHolders
Q2 20239,484$347.9K<0.1%−10.0%ReducedHolders
Q1 20239,485$387.0K0.1%−684−6.7%ReducedHolders
Q4 202210,169$521.1K0.1%+1,491+17.2%AddedHolders
Q3 20228,678$380.0K0.1%−1,570−15.3%ReducedHolders
Q2 202210,248$537.0K0.1%+820+8.7%AddedHolders
Q1 20229,428$488.0K0.1%+1,575+20.1%AddedHolders
Q4 20217,853$464.0K0.1%−230−2.8%ReducedHolders
Q3 20218,083$348.0K<0.1%−1,750−17.8%ReducedHolders
Q2 20219,833$385.0K<0.1%+1,175+13.6%AddedHolders
Q1 20218,658$314.0K<0.1%––Holders

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