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Pfizer shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Pfizer

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

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Quarterly reported holdings in Pfizer by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 47k 27.75
2023-12-31 $1.4M 48k 28.79
2023-09-30 $1.6M 48k 33.17
2023-06-30 $1.7M 47k 36.68
2023-03-31 $1.9M 46k 40.80
2022-12-31 $2.4M 47k 51.24
2022-09-30 $2.1M 48k 43.75
2022-06-30 $2.5M 48k 52.43
2022-03-31 $2.4M 47k 51.77
2021-12-31 $2.8M 47k 59.05
2021-09-30 $1.9M 45k 43.01
2021-06-30 $1.7M 44k 39.16
2021-03-31 $1.6M 44k 36.22
2020-12-31 $1.7M 45k 36.80
2020-09-30 $1.7M 46k 36.70
2020-06-30 $1.5M 46k 32.69
2020-03-31 $1.7M 52k 32.64
2019-12-31 $2.0M 50k 39.18
2019-09-30 $1.8M 50k 35.93
2019-06-30 $2.2M 52k 43.32
2019-03-31 $2.2M 52k 42.47
2018-12-31 $2.3M 53k 43.65
2018-09-30 $2.4M 55k 44.07
2018-06-30 $2.0M 55k 36.28
2018-03-31 $2.0M 55k 35.49
2017-12-31 $2.0M 56k 36.21
2017-09-30 $2.0M 56k 35.69
2017-06-30 $1.7M 50k 33.59
2017-03-31 $1.7M 51k 32.48
2016-12-31 $1.7M 51k 32.48
2016-09-30 $1.8M 53k 33.88
2016-06-30 $1.9M 54k 35.21
2016-03-31 $1.6M 54k 29.65
2015-12-31 $1.8M 55k 32.28
2015-09-30 $1.7M 53k 31.41
2015-06-30 $1.8M 55k 33.53
2015-03-31 $1.9M 55k 34.80
2014-12-31 $1.7M 55k 31.14
2014-09-30 $1.5M 50k 29.58
2014-06-30 $1.7M 58k 29.69
2014-03-31 $1.9M 58k 32.12
2013-12-31 $1.8M 58k 30.62
2013-09-30 $1.7M 58k 28.72
2013-06-30 $1.6M 58k 28.01
2013-03-31 $1.7M 60k 28.86
2012-12-31 $382M 15k 25078.81

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Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Pfizer

Vanguard Group
Wellington Management Company
Charles Schwab Investment Management
Norges Bank Investment Management
Massachusetts Financial Services
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Legal & General Group
Amundi
Jpmorgan Chase & Co
Bank of New York Mellon
Dimensional Fund Advisors
Citadel Advisors
Deutsche Bank Aktiengesellschaft
T. Rowe Price Associates

View all funds holding Pfizer