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Pfizer shares owned by Level Wealth Management

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

Historical chart of Level Wealth Management investment in Pfizer

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

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Quarterly reported holdings in Pfizer by Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 11k 25.48
2025-06-30 $264k 11k 24.24
2025-03-31 $287k 11k 25.34
2024-12-31 $323k 12k 26.53

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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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View all positions for Level Wealth Management

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