Westwood Wealth Management »

Pfizer shares owned by Westwood Wealth Management

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

Historical chart of Westwood Wealth Management investment in Pfizer

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pfizer by Westwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $728k 29k 24.90
2023-06-30 $284k 7.7k 36.68
2023-03-31 $316k 7.7k 40.80
2022-12-31 $439k 8.6k 51.24
2022-09-30 $339k 7.7k 43.76
2022-06-30 $476k 9.1k 52.45
2022-03-31 $892k 17k 51.78
2021-12-31 $1.1k 19k 0.06

More positions owned by Westwood Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Series Trust State Street Spd (SPYG)
T Rowe Price Etf Price Grw Stock (TGRW)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust State Street Spd (SJNK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Westwood Wealth Management

Top funds holding Pfizer

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

View all funds holding Pfizer