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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

PFE holding history

Pfizer Inc in every 13F filed by AE 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 overviewAll 13F holders of PFEFull Q2 2026 holdings

Shares (Q2 2026)
1,883,141
Value
$45.3M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PFE by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,883,141$45.3M0.2%+217,460+13.1%AddedHolders
Q1 20261,665,681$46.8M0.3%+211,119+14.5%AddedHolders
Q4 20251,454,562$36.2M0.2%+216,102+17.4%AddedHolders
Q3 20251,238,460$31.6M0.2%+65,682+5.6%AddedHolders
Q2 20251,172,778$28.4M0.2%+195,961+20.1%AddedHolders
Q1 2025976,817$24.8M0.2%−80,691−7.6%ReducedHolders
Q4 20241,057,508$28.1M0.2%+127,058+13.7%AddedHolders
Q3 2024930,450$26.9M0.2%+201,124+27.6%AddedHolders
Q2 2024729,326$20.4M0.2%+245,607+50.8%AddedHolders
Q1 2024483,719$13.4M0.2%−548,395−53.1%ReducedHolders
Q4 20231,032,114$28.4M0.1%−346,942−25.2%ReducedHolders
Q3 20231,379,056$45.7M0.3%−45,870−3.2%ReducedHolders
Q2 20231,424,926$52.3M0.3%+472,231+49.6%AddedHolders
Q1 2023952,695$38.9M0.3%−33,837−3.4%ReducedHolders
Q4 2022986,532$50.5M0.4%+16,824+1.7%AddedHolders
Q3 2022969,708$42.4M0.3%+62,753+6.9%AddedHolders
Q2 2022906,955$47.6M0.4%+76,400+9.2%AddedHolders
Q1 2022830,555$43.0M0.3%+21,581+2.7%AddedHolders
Q4 2021808,974$47.8M0.3%+54,027+7.2%AddedHolders
Q3 2021754,947$32.5M0.3%+32,305+4.5%AddedHolders
Q2 2021722,642$28.3M0.2%+136,758+23.3%AddedHolders
Q1 2021585,884$21.2M0.2%––Holders

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