4wealth Advisors »

Pfizer shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pfizer by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $395k 16k 24.90
2025-09-30 $375k 15k 25.48
2025-06-30 $324k 13k 24.24
2025-03-31 $342k 14k 25.34

More positions owned by 4wealth Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Johnson & Johnson (JNJ)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for 4wealth Advisors

Top funds holding Pfizer

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Susquehanna International
Wellington Management Company
Massachusetts Financial Services
State Farm Mutual Automobile Insurance Company
Fisher Investments
Charles Schwab Investment Management
Bank of New York Mellon
Amundi
Legal & General Group

View all funds holding Pfizer