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Benchmark Wealth Management, LLC

SEC CIK
0001788241
Latest filing
Jul 18, 2025

PFE holding history

Pfizer Inc in every 13F filed by Benchmark 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 2025 holdings

Shares (Q2 2025)
14,488
Value
$351.2K
% of portfolio
0.2%
Quarters held
18
Since Q1 2021
Holdings of PFE by Benchmark Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202514,488$351.2K0.2%−250−1.7%ReducedHolders
Q1 202514,738$373.5K0.2%−2,100−12.5%ReducedHolders
Q4 202416,838$446.7K0.2%−344−2.0%ReducedHolders
Q3 202417,182$497.2K0.2%−800−4.4%ReducedHolders
Q2 202417,982$503.1K0.3%−1,527−7.8%ReducedHolders
Q1 202419,509$541.4K0.3%00.0%UnchangedHolders
Q4 202319,509$561.7K0.3%−7,555−27.9%ReducedHolders
Q3 202327,064$897.7K0.6%00.0%UnchangedHolders
Q2 202327,064$992.7K0.6%−1,904−6.6%ReducedHolders
Q1 202328,968$1.19M0.8%+1,949+7.2%AddedHolders
Q4 202227,019$1.38M1.0%−2,915−9.7%ReducedHolders
Q3 202229,934$1.31M1.0%−501−1.6%ReducedHolders
Q2 202230,435$1.60M1.2%+10,560+53.1%AddedHolders
Q1 202219,875$1.03M0.7%00.0%UnchangedHolders
Q4 202119,875$1.17M0.8%−1,251−5.9%ReducedHolders
Q3 202121,126$909.0K0.6%−200−0.9%ReducedHolders
Q2 202121,326$835.0K0.6%−80.0%ReducedHolders
Q1 202121,334$773.0K0.6%––Holders

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