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Pfizer shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in Pfizer

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All positions including Pfizer held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 118k 25.48
2025-06-30 $1.9M 80k 24.24
2025-03-31 $2.6M 105k 25.34
2024-12-31 $2.6M 97k 26.53
2024-09-30 $1.8M 62k 28.94
2024-06-30 $1.8M 66k 27.98
2024-03-31 $1.6M 57k 27.75
2023-12-31 $1.6M 56k 28.79
2023-09-30 $2.0M 61k 33.17
2023-06-30 $2.3M 61k 36.68
2023-03-31 $2.2M 55k 40.80
2022-12-31 $2.8M 55k 51.24
2022-09-30 $2.5M 56k 43.77
2022-06-30 $3.8M 73k 52.44
2022-03-31 $3.4M 67k 51.76
2021-12-31 $3.8M 65k 59.05