Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overview All 13F holders of PFE Full Q2 2026 holdings

Shares (Q2 2026): 44,139
Value: $1.06M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PFE by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	44,139	$1.06M	0.1%	−845−1.9%	Reduced	Holders
Q1 2026	44,984	$1.26M	0.1%	−361−0.8%	Reduced	Holders
Q4 2025	45,345	$1.13M	0.1%	−5,238−10.4%	Reduced	Holders
Q3 2025	50,583	$1.29M	0.1%	−2,029−3.9%	Reduced	Holders
Q2 2025	52,612	$1.28M	0.1%	−1,293−2.4%	Reduced	Holders
Q1 2025	53,905	$1.37M	0.1%	−2,371−4.2%	Reduced	Holders
Q4 2024	56,276	$1.49M	0.2%	−3,998−6.6%	Reduced	Holders
Q3 2024	60,274	$1.74M	0.2%	−4,052−6.3%	Reduced	Holders
Q2 2024	64,326	$1.80M	0.2%	−9,789−13.2%	Reduced	Holders
Q1 2024	74,115	$2.06M	0.2%	−13,435−15.3%	Reduced	Holders
Q4 2023	87,550	$2.52M	0.3%	−14,379−14.1%	Reduced	Holders
Q3 2023	101,929	$3.38M	0.5%	−4,935−4.6%	Reduced	Holders
Q2 2023	106,864	$3.92M	0.5%	−4,609−4.1%	Reduced	Holders
Q1 2023	111,473	$4.55M	0.6%	−1,407−1.2%	Reduced	Holders
Q4 2022	112,880	$5.78M	0.8%	+2,662+2.4%	Added	Holders
Q3 2022	110,218	$4.82M	0.7%	−87−0.1%	Reduced	Holders
Q2 2022	110,305	$5.78M	0.8%	+413+0.4%	Added	Holders
Q1 2022	109,892	$5.69M	0.7%	−196−0.2%	Reduced	Holders
Q4 2021	110,088	$6.50M	0.7%	−417−0.4%	Reduced	Holders
Q3 2021	110,505	$4.75M	0.6%	+20,880+23.3%	Added	Holders
Q2 2021	89,625	$3.51M	0.5%	+7,581+9.2%	Added	Holders
Q1 2021	82,044	$2.97M	0.4%	–	–	Holders

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