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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

PFE holding history

Pfizer Inc in every 13F filed by HB 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)
350,351
Value
$8.44M
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PFE by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026350,351$8.44M<0.1%+6,362+1.8%AddedHolders
Q1 2026343,989$9.66M0.1%+15,142+4.6%AddedHolders
Q4 2025328,847$8.19M0.1%−3,356−1.0%ReducedHolders
Q3 2025332,203$8.46M0.1%+40,675+14.0%AddedHolders
Q2 2025291,528$7.07M0.1%+42,200+16.9%AddedHolders
Q1 2025249,328$6.32M0.1%+50,968+25.7%AddedHolders
Q4 2024198,360$5.26M0.1%−1,254−0.6%ReducedHolders
Q3 2024199,614$5.78M0.1%+10,611+5.6%AddedHolders
Q2 2024189,003$5.29M0.1%−237−0.1%ReducedHolders
Q1 2024189,240$5.25M0.1%+25,493+15.6%AddedHolders
Q4 2023163,747$4.71M0.1%−41,434−20.2%ReducedHolders
Q3 2023205,181$6.81M0.1%−1,724−0.8%ReducedHolders
Q2 2023206,905$7.59M0.1%+6,836+3.4%AddedHolders
Q1 2023200,069$8.16M0.1%−141,341−41.4%ReducedHolders
Q4 2022341,410$17.5M0.3%+309+0.1%AddedHolders
Q3 2022341,101$14.9M0.3%+72,680+27.1%AddedHolders
Q2 2022268,421$14.1M0.3%+16,956+6.7%AddedHolders
Q1 2022251,465$13.0M0.2%+30,768+13.9%AddedHolders
Q4 2021220,697$13.0M0.3%–No prior filingHolders