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Brendel Financial Advisors LLC

SEC CIK
0001768065
Latest filing
Jul 31, 2026

PFE holding history

Pfizer Inc in every 13F filed by Brendel Financial 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)
81,988
Value
$1.97M
% of portfolio
0.9%
Quarters held
16
Since Q1 2021
Holdings of PFE by Brendel Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202681,988$1.97M0.9%−200−0.2%ReducedHolders
Q1 202682,188$2.31M1.1%−6,273−7.1%ReducedHolders
Q4 202588,461$2.20M1.1%−519−0.6%ReducedHolders
Q3 202588,980$2.27M1.2%+70.0%AddedHolders
Q2 202588,973$2.16M1.2%−5,063−5.4%ReducedHolders
Q1 202594,036$2.38M1.4%−8,960−8.7%ReducedHolders
Q4 2024102,996$2.73M1.7%−3,987−3.7%ReducedHolders
Q3 2024106,983$3.10M1.8%+125+0.1%AddedHolders
Q2 2024106,858$2.99M1.9%+106,858NewHolders
Q1 20240$00.0%−99,131−100.0%Sold outHolders
Q4 202399,131$2.85M1.9%+99,131NewHolders
Q2 20230$00.0%−133,502−100.0%Sold outHolders
Q1 2023133,502$5.45M4.0%+133,502NewHolders
Q3 20220$00.0%−99,618−100.0%Sold outHolders
Q2 202299,618$5.22M4.5%−47,130−32.1%ReducedHolders
Q1 2022146,748$7.60M4.1%+47,035+47.2%AddedHolders
Q4 202199,713$5.89M3.1%+99,713NewHolders
Q3 20210$00.0%−99,609−100.0%Sold outHolders
Q2 202199,609$3.90M2.1%00.0%UnchangedHolders
Q1 202199,609$3.61M2.4%––Holders

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