Heritage Trust Co

SEC CIK: 0001706028
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Heritage Trust Co, 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): 72,085
Value: $1.74M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of PFE by Heritage Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	72,085	$1.74M	0.2%	−1,079−1.5%	Reduced	Holders
Q1 2026	73,164	$2.05M	0.2%	−1,080−1.5%	Reduced	Holders
Q4 2025	74,244	$1.85M	0.2%	−2,812−3.6%	Reduced	Holders
Q3 2025	77,056	$1.96M	0.2%	−1,246−1.6%	Reduced	Holders
Q2 2025	78,302	$1.90M	0.2%	−1,375−1.7%	Reduced	Holders
Q1 2025	79,677	$2.02M	0.2%	−5,551−6.5%	Reduced	Holders
Q4 2024	85,228	$2.26M	0.3%	–	No prior filing	Holders
Q3 2024	–	–	–	–	Not filed	Holders
Q2 2024	61,954	$1.73M	0.2%	+680+1.1%	Added	Holders
Q1 2024	61,274	$1.70M	0.2%	−1,199−1.9%	Reduced	Holders
Q4 2023	62,473	$1.80M	0.3%	+883+1.4%	Added	Holders
Q3 2023	61,590	$2.04M	0.3%	−1,286−2.0%	Reduced	Holders
Q2 2023	62,876	$2.31M	0.3%	+895+1.4%	Added	Holders
Q1 2023	61,981	$2.53M	0.4%	−818−1.3%	Reduced	Holders
Q4 2022	62,799	$3.22M	0.5%	+2,160+3.6%	Added	Holders
Q3 2022	60,639	$2.65M	0.5%	−42−0.1%	Reduced	Holders
Q2 2022	60,681	$3.18M	0.5%	−32−0.1%	Reduced	Holders
Q1 2022	60,713	$3.14M	0.4%	−752−1.2%	Reduced	Holders
Q4 2021	61,465	$3.63M	0.5%	−887−1.4%	Reduced	Holders
Q3 2021	62,352	$2.68M	0.4%	−951−1.5%	Reduced	Holders
Q2 2021	63,303	$2.48M	0.4%	−1,138−1.8%	Reduced	Holders
Q1 2021	64,441	$2.33M	0.4%	–	–	Holders

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