Cypress Wealth Services, LLC

SEC CIK: 0001721527
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Cypress Wealth Services, 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): 19,074
Value: $459.3K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PFE by Cypress Wealth Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,074	$459.3K	0.1%	−1,732−8.3%	Reduced	Holders
Q1 2026	20,806	$584.2K	0.1%	+3,581+20.8%	Added	Holders
Q4 2025	17,225	$428.9K	0.1%	−1,034−5.7%	Reduced	Holders
Q3 2025	18,259	$465.2K	0.1%	−185−1.0%	Reduced	Holders
Q2 2025	18,444	$447.1K	0.1%	+719+4.1%	Added	Holders
Q1 2025	17,725	$449.1K	0.1%	+1,059+6.4%	Added	Holders
Q4 2024	16,666	$442.2K	0.1%	−5,391−24.4%	Reduced	Holders
Q3 2024	22,057	$638.3K	0.1%	+4,011+22.2%	Added	Holders
Q2 2024	18,046	$504.9K	0.1%	−1,030−5.4%	Reduced	Holders
Q1 2024	19,076	$529.4K	0.1%	−3,517−15.6%	Reduced	Holders
Q4 2023	22,593	$650.5K	0.2%	−1,385−5.8%	Reduced	Holders
Q3 2023	23,978	$795.4K	0.2%	+5,558+30.2%	Added	Holders
Q2 2023	18,420	$660.5K	0.2%	−2,736−12.9%	Reduced	Holders
Q1 2023	21,156	$863.2K	0.3%	−591−2.7%	Reduced	Holders
Q4 2022	21,747	$1.11M	0.4%	+629+3.0%	Added	Holders
Q3 2022	21,118	$894.0K	0.3%	−795−3.6%	Reduced	Holders
Q2 2022	21,913	$1.15M	0.4%	+1,972+9.9%	Added	Holders
Q1 2022	19,941	$1.03M	0.3%	−619−3.0%	Reduced	Holders
Q4 2021	20,560	$1.21M	0.3%	−1,955−8.7%	Reduced	Holders
Q3 2021	22,515	$968.0K	0.3%	−4,387−16.3%	Reduced	Holders
Q2 2021	26,902	$1.05M	0.3%	−7,450−21.7%	Reduced	Holders
Q1 2021	34,352	$1.25M	0.3%	–	–	Holders

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