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Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

PFE holding history

Pfizer Inc in every 13F filed by Aries Wealth Management, 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)
29,237
Value
$704.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PFE by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,237$704.0K0.1%−600−2.0%ReducedHolders
Q1 202629,837$837.8K0.2%−600−2.0%ReducedHolders
Q4 202530,437$757.9K0.2%−1,000−3.2%ReducedHolders
Q3 202531,437$801.0K0.2%+1,000+3.3%AddedHolders
Q2 202530,437$737.8K0.2%+308+1.0%AddedHolders
Q1 202530,129$763.5K0.2%−3,090−9.3%ReducedHolders
Q4 202433,219$881.3K0.2%00.0%UnchangedHolders
Q3 202433,219$961.4K0.3%−2,496−7.0%ReducedHolders
Q2 202435,715$999.3K0.3%−431−1.2%ReducedHolders
Q1 202436,146$1.00M0.3%−175−0.5%ReducedHolders
Q4 202336,321$1.05M0.4%−6,234−14.6%ReducedHolders
Q3 202342,555$1.42M0.6%+1,696+4.2%AddedHolders
Q2 202340,859$1.50M0.6%+1,064+2.7%AddedHolders
Q1 202339,795$1.62M0.7%00.0%UnchangedHolders
Q4 202239,795$2.04M0.9%−60.0%ReducedHolders
Q3 202239,801$1.85M0.8%+62+0.2%AddedHolders
Q2 202239,739$2.08M0.9%+39,739NewHolders
Q1 20220$00.0%−39,739−100.0%Sold outHolders
Q4 202139,739$2.35M0.9%00.0%UnchangedHolders
Q3 202139,739$1.71M0.7%00.0%UnchangedHolders
Q2 202139,739$1.56M0.7%+153+0.4%AddedHolders
Q1 202139,586$1.47M0.7%––Holders

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