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Pfizer shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management investment in Pfizer

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

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Quarterly reported holdings in Pfizer by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 43k 25.48
2025-06-30 $1.3M 53k 24.24
2025-03-31 $1.3M 53k 25.34
2024-12-31 $1.5M 56k 26.54
2024-09-30 $1.8M 61k 28.94
2024-06-30 $1.5M 54k 27.98
2024-03-31 $589k 21k 27.75

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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset Management

Top funds holding Pfizer

Vanguard Group
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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