Able Wealth Management »

Pfizer shares owned by Able Wealth Management

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by Able Wealth Management 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 Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $822k 28k 28.94
2024-06-30 $790k 28k 27.98
2024-03-31 $790k 29k 27.75
2023-12-31 $929k 32k 28.79

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding Pfizer

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Citadel Advisors
Bank of America Corporation
Susquehanna International
State Farm Mutual Automobile Insurance Company
Bank of New York Mellon
Jpmorgan Chase & Co
Goldman Sachs Group
Dimensional Fund Advisors

View all funds holding Pfizer