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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

PFE holding history

Pfizer Inc in every 13F filed by Principle Wealth Partners 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)
160,668
Value
$3.87M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PFE by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026160,668$3.87M0.2%−2,773−1.7%ReducedHolders
Q1 2026163,441$4.59M0.3%+6,223+4.0%AddedHolders
Q4 2025157,218$3.91M0.2%−4,817−3.0%ReducedHolders
Q3 2025162,035$4.13M0.2%−1,508−0.9%ReducedHolders
Q2 2025163,543$3.96M0.2%−10,333−5.9%ReducedHolders
Q1 2025173,876$4.41M0.3%−16,141−8.5%ReducedHolders
Q4 2024190,017$5.04M0.4%−3,657−1.9%ReducedHolders
Q3 2024193,674$5.60M0.4%−1,228−0.6%ReducedHolders
Q2 2024194,902$5.45M0.4%−7,942−3.9%ReducedHolders
Q1 2024202,844$5.63M0.4%−87,384−30.1%ReducedHolders
Q4 2023290,228$8.36M0.7%−65,121−18.3%ReducedHolders
Q3 2023355,349$11.8M1.2%−60,706−14.6%ReducedHolders
Q2 2023416,055$15.3M1.5%−5,789−1.4%ReducedHolders
Q1 2023421,844$17.2M1.8%−1,753−0.4%ReducedHolders
Q4 2022423,597$21.7M2.5%−9,514−2.2%ReducedHolders
Q3 2022433,111$19.0M2.5%+5,939+1.4%AddedHolders
Q2 2022427,172$22.4M2.7%−1,971−0.5%ReducedHolders
Q1 2022429,143$22.2M2.3%+2,522+0.6%AddedHolders
Q4 2021426,621$25.2M2.6%+7,460+1.8%AddedHolders
Q3 2021419,161$1.83M0.2%+5,584+1.4%AddedHolders
Q2 2021413,577$16.2M1.8%−4,132−1.0%ReducedHolders
Q1 2021417,709$15.1M1.8%––Holders

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