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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

PFE holding history

Pfizer Inc in every 13F filed by BKM 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)
8,652
Value
$208.3K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of PFE by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,652$208.3K0.1%00.0%UnchangedHolders
Q1 20268,652$242.9K0.1%−625−6.7%ReducedHolders
Q4 20259,277$231.0K0.1%+225+2.5%AddedHolders
Q3 20259,052$230.6K0.1%−953−9.5%ReducedHolders
Q2 202510,005$242.5K0.1%−185−1.8%ReducedHolders
Q1 202510,190$258.2K0.1%−30.0%ReducedHolders
Q4 202410,193$270.4K0.1%−857−7.8%ReducedHolders
Q3 202411,050$319.8K0.1%+5,455+97.5%AddedHolders
Q2 20245,595$353.8K0.2%−3,845−40.7%ReducedHolders
Q1 20249,440$262.0K0.1%−861−8.4%ReducedHolders
Q4 202310,301$296.6K0.1%–No prior filingHolders