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Pfizer shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial Planning investment in Pfizer

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pfizer by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 10k 25.48
2025-06-30 $249k 10k 24.24
2025-03-31 $261k 10k 25.34
2024-12-31 $328k 12k 26.53

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Dimensional Etf Trust Us Large Cap Val (DFLV)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Lakeshore Financial Planning

Top funds holding Pfizer

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

View all funds holding Pfizer