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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

PFE holding history

Pfizer Inc in every 13F filed by Centric 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)
29,277
Value
$770.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,277$770.0K0.1%00.0%UnchangedHolders
Q1 202629,277$770.0K0.2%+97+0.3%AddedHolders
Q4 202529,180$777.9K0.2%−1,686−5.5%ReducedHolders
Q3 202530,866$760.9K0.2%−90,514−74.6%ReducedHolders
Q2 2025121,380$2.98M0.7%+15,219+14.3%AddedHolders
Q1 2025106,161$2.69M0.7%+20,164+23.4%AddedHolders
Q4 202485,997$2.28M0.6%+54,736+175.1%AddedHolders
Q3 202431,261$855.3K0.2%−130.0%ReducedHolders
Q2 202431,274$962.3K0.3%−51,842−62.4%ReducedHolders
Q1 202483,116$2.13M0.7%−727−0.9%ReducedHolders
Q4 202383,843$2.23M0.7%+11,849+16.5%AddedHolders
Q3 202371,994$2.39M1.0%+1,101+1.6%AddedHolders
Q2 202370,893$2.53M1.0%+55,796+369.6%AddedHolders
Q1 202315,097$616.0K0.3%−28−0.2%ReducedHolders
Q4 202215,125$775.0K0.4%−3,309−18.0%ReducedHolders
Q3 202218,434$807.0K0.3%−550−2.9%ReducedHolders
Q2 202218,984$995.0K0.4%−610−3.1%ReducedHolders
Q1 202219,594$1.01M0.3%+333+1.7%AddedHolders
Q4 202119,261$1.14M0.4%+58+0.3%AddedHolders
Q3 202119,203$826.0K0.3%+45+0.2%AddedHolders
Q2 202119,158$750.0K0.3%−59,029−75.5%ReducedHolders
Q1 202178,187$2.83M0.8%––Holders

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