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LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

PFE holding history

Pfizer Inc in every 13F filed by LWM Advisory Services, 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of PFE by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−4,327−100.0%Sold outHolders
Q3 20234,327$144.1K0.2%+4,327NewHolders
Q1 20230$00.0%−5,040−100.0%Sold outHolders
Q4 20225,040$249.4K0.3%−8,550−62.9%ReducedHolders
Q3 202213,590$603.0K0.7%+851+6.7%AddedHolders
Q2 202212,739$667.0K0.8%+3,290+34.8%AddedHolders
Q1 20229,449$488.0K0.6%+1,254+15.3%AddedHolders
Q4 20218,195$484.0K0.6%–No prior filingHolders