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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

PFE holding history

Pfizer Inc in every 13F filed by Liberty Wealth Management 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)
8,521
Value
$239.2K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of PFE by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,521$239.2K<0.1%00.0%UnchangedHolders
Q1 20268,521$239.2K<0.1%−465−5.2%ReducedHolders
Q4 20258,986$223.7K<0.1%+168+1.9%AddedHolders
Q3 20258,818$224.7K<0.1%−1,152−11.6%ReducedHolders
Q2 20259,970$241.7K<0.1%+9,970NewHolders
Q4 20240$00.0%−7,240−100.0%Sold outHolders
Q3 20247,240$210.0K<0.1%−17,769−71.1%ReducedHolders
Q2 202425,009$204.0K<0.1%+25,009NewHolders
Q1 20240$00.0%−7,188−100.0%Sold outHolders
Q4 20237,188$207.0K<0.1%+7,188NewHolders
Q3 20230$00.0%−6,754−100.0%Sold outHolders
Q2 20236,754$247.7K0.1%+324+5.0%AddedHolders
Q1 20236,430$263.5K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20225,894$257.0K0.1%+128+2.2%AddedHolders
Q2 20225,766$302.0K0.1%−1,689−22.7%ReducedHolders
Q1 20227,455$385.0K0.1%+408+5.8%AddedHolders
Q4 20217,047$416.0K0.2%−2,932−29.4%ReducedHolders
Q3 20219,979$446.0K0.2%+2,136+27.2%AddedHolders
Q2 20217,843$307.0K0.1%+1,191+17.9%AddedHolders
Q1 20216,652$238.0K0.1%––Holders

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