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Pfizer shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Pfizer

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pfizer by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $350k 12k 28.79
2023-09-30 $305k 9.8k 31.25
2023-06-30 $456k 12k 36.68
2023-03-31 $327k 8.0k 40.80
2022-12-31 $379k 7.4k 51.24
2022-09-30 $339k 7.4k 45.80
2022-06-30 $7.0M 136k 51.77
2022-03-31 $7.0M 135k 51.77
2021-12-31 $9.0M 166k 54.53
2021-09-30 $6.8M 158k 43.01
2021-06-30 $6.1M 156k 39.16
2021-03-31 $5.6M 151k 36.81
2020-12-31 $5.4M 148k 36.70
2020-09-30 $5.5M 153k 36.23
2020-06-30 $5.2M 153k 33.75
2020-03-31 $5.2M 150k 34.57
2019-12-31 $6.4M 160k 40.16
2019-09-30 $5.7M 157k 36.11
2019-06-30 $6.5M 151k 43.32
2019-03-31 $6.0M 140k 42.84
2018-12-31 $5.8M 133k 43.65
2018-09-30 $6.5M 151k 43.12
2018-06-30 $3.4M 97k 35.49
2018-03-31 $3.5M 98k 35.49
2017-12-31 $3.1M 86k 36.21
2017-09-30 $2.7M 77k 35.70
2017-06-30 $2.2M 65k 33.59
2017-03-31 $1.7M 51k 34.21
2016-12-31 $1.7M 52k 32.48
2016-09-30 $2.1M 63k 33.87
2016-06-30 $1.7M 48k 35.21
2016-03-31 $718k 24k 29.65
2015-12-31 $669k 21k 32.27
2015-09-30 $456k 15k 31.37
2015-06-30 $507k 15k 33.49
2015-03-31 $481k 14k 33.55
2014-12-31 $439k 14k 31.16

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Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial 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