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Benchmark Financial Wealth Advisors, LLC

SEC CIK
0001757706
Latest filing
Jul 17, 2026

PFE holding history

Pfizer Inc in every 13F filed by Benchmark Financial Wealth Advisors, 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)
14,858
Value
$357.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PFE by Benchmark Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,858$357.8K0.1%−2,299−13.4%ReducedHolders
Q1 202617,157$481.8K0.1%+430+2.6%AddedHolders
Q4 202516,727$416.5K0.1%−2,200−11.6%ReducedHolders
Q3 202518,927$482.3K0.1%+398+2.1%AddedHolders
Q2 202518,529$449.1K0.1%−266−1.4%ReducedHolders
Q1 202518,795$476.3K0.2%+3,113+19.9%AddedHolders
Q4 202415,682$416.0K0.1%+434+2.8%AddedHolders
Q3 202415,248$441.3K0.1%−155−1.0%ReducedHolders
Q2 202415,403$431.0K0.2%−25−0.2%ReducedHolders
Q1 202415,428$428.1K0.2%+7,279+89.3%AddedHolders
Q4 20238,149$234.6K0.1%+8,149NewHolders
Q3 20230$00.0%−6,860−100.0%Sold outHolders
Q2 20236,860$251.6K0.1%−318−4.4%ReducedHolders
Q1 20237,178$292.8K0.2%−111−1.5%ReducedHolders
Q4 20227,289$373.5K0.2%−565−7.2%ReducedHolders
Q3 20227,854$344.0K0.2%+449+6.1%AddedHolders
Q2 20227,405$388.0K0.2%+528+7.7%AddedHolders
Q1 20226,877$356.0K0.2%−231−3.2%ReducedHolders
Q4 20217,108$420.0K0.2%−28−0.4%ReducedHolders
Q3 20217,136$307.0K0.1%+705+11.0%AddedHolders
Q2 20216,431$252.0K0.1%+462+7.7%AddedHolders
Q1 20215,969$216.0K0.1%––Holders

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