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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

PFE holding history

Pfizer Inc in every 13F filed by Amplius 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)
14,251
Value
$343.2K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PFE by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,251$343.2K<0.1%+3,966+38.6%AddedHolders
Q1 202610,285$288.8K<0.1%−153−1.5%ReducedHolders
Q4 202510,438$259.9K<0.1%−32,854−75.9%ReducedHolders
Q3 202543,292$1.10M0.1%−3,114−6.7%ReducedHolders
Q2 202546,406$1.12M0.1%−136−0.3%ReducedHolders
Q1 202546,542$1.18M0.1%−281−0.6%ReducedHolders
Q4 202446,823$1.24M0.1%+20,911+80.7%AddedHolders
Q3 202425,912$749.9K0.1%−104−0.4%ReducedHolders
Q2 202426,016$727.9K0.1%−1,948−7.0%ReducedHolders
Q1 202427,964$776.0K0.1%+313+1.1%AddedHolders
Q4 202327,651$796.1K0.1%−7,453−21.2%ReducedHolders
Q3 202335,104$1.16M0.2%−1,072−3.0%ReducedHolders
Q2 202336,176$1.33M0.2%+455+1.3%AddedHolders
Q1 202335,721$1.46M0.2%+1,532+4.5%AddedHolders
Q4 202234,189$1.75M0.3%+1,720+5.3%AddedHolders
Q3 202232,469$1.42M0.3%+732+2.3%AddedHolders
Q2 202231,737$1.66M0.3%−279−0.9%ReducedHolders
Q1 202232,016$1.66M0.3%−773−2.4%ReducedHolders
Q4 202132,789$1.94M0.3%–No prior filingHolders