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Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

PFE holding history

Pfizer Inc in every 13F filed by Castle 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2022
Holdings of PFE by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−7,132−100.0%Sold outHolders
Q1 20267,132$200.3K0.1%+7,132NewHolders
Q3 20250$00.0%−8,679−100.0%Sold outHolders
Q2 20258,679$210.4K0.1%−889−9.3%ReducedHolders
Q1 20259,568$242.5K0.1%−60−0.6%ReducedHolders
Q4 20249,628$255.4K0.1%−368−3.7%ReducedHolders
Q3 20249,996$289.3K0.1%+1,604+19.1%AddedHolders
Q2 20248,392$234.8K0.1%−3,866−31.5%ReducedHolders
Q1 202412,258$340.1K0.2%−453−3.6%ReducedHolders
Q4 202312,711$365.9K0.2%−1,672−11.6%ReducedHolders
Q3 202314,383$477.1K0.3%+22+0.2%AddedHolders
Q2 202314,361$526.7K0.4%+418+3.0%AddedHolders
Q1 202313,943$568.9K0.4%−487−3.4%ReducedHolders
Q4 202214,430$739.4K0.5%−417−2.8%ReducedHolders
Q3 202214,847$650.0K0.4%+16+0.1%AddedHolders
Q2 202214,831$778.0K0.5%–No prior filingHolders