Pfizer shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Pfizer
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Quarterly reported holdings in Pfizer by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.9M | 319k | 28.08 |
| 2025-12-31 | $1.1M | 43k | 24.90 |
| 2025-09-30 | $646k | 25k | 25.48 |
| 2025-06-30 | $472k | 20k | 24.24 |
| 2025-03-31 | $426k | 17k | 25.34 |
| 2024-12-31 | $385k | 15k | 26.53 |
| 2024-09-30 | $567k | 20k | 28.94 |
| 2024-06-30 | $557k | 20k | 27.98 |
| 2024-03-31 | $614k | 22k | 27.75 |
| 2023-09-30 | $6.3M | 191k | 33.17 |
| 2023-06-30 | $6.6M | 180k | 36.68 |
| 2023-03-31 | $7.1M | 174k | 40.80 |
| 2022-12-31 | $7.7M | 149k | 51.24 |
| 2022-09-30 | $578k | 13k | 43.74 |
| 2022-06-30 | $697k | 13k | 52.41 |
| 2022-03-31 | $669k | 13k | 51.80 |
| 2021-12-31 | $763k | 13k | 59.08 |
| 2021-09-30 | $1.1M | 26k | 43.00 |
| 2021-06-30 | $942k | 24k | 39.17 |
| 2021-03-31 | $865k | 24k | 36.23 |
| 2020-12-31 | $938k | 26k | 36.79 |
| 2020-09-30 | $1.1M | 30k | 36.71 |
| 2020-06-30 | $1.4M | 43k | 32.71 |
| 2020-03-31 | $1.2M | 37k | 32.64 |
| 2019-12-31 | $1.3M | 35k | 37.23 |
| 2019-09-30 | $1.3M | 35k | 36.97 |
| 2019-06-30 | $1.2M | 32k | 36.57 |
| 2019-03-31 | $1.4M | 34k | 42.46 |
| 2018-12-31 | $1.6M | 39k | 41.67 |
| 2018-09-30 | $2.2M | 50k | 44.40 |
| 2018-06-30 | $1.9M | 51k | 36.29 |
| 2018-03-31 | $1.1M | 32k | 35.48 |
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