PFE — PFIZER INC

Ownership history in CONSCIOUS WEALTH INVESTMENTS, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which CONSCIOUS WEALTH INVESTMENTS, LLC reported a position in PFIZER INC (PFE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.28% (2025 Q4)
Avg. % of fund
1.95%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 143,378 +2,264 +1.6% 2.28% $3.8M $24.49
2025 Q3 ADDED 141,114 +157 +0.1% 2.06% $3.5M $24.63
2025 Q2 ADDED 140,957 +706 +0.5% 2.19% $3.4M $23.03
2025 Q1 ADDED 140,251 +35,807 +34.3% 2.17% $3.1M $23.63
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFE price (monthly, adj. close)

Other funds also holding PFE

As of 2025 Q4 — sorted by position size

Talaria Asset Management Pty Ltd 8.49% Patrick Mauro Investment Advisor, INC. 3Y 6.24% SECTOR GAMMA AS 3Y 7Y 4.88% WILSEY ASSET MANAGEMENT INC 3Y 7Y 4.62% CONTINENTAL ADVISORS LLC 3Y 7Y 4.22% Round Hill Asset Management 3Y 7Y 3.88% Corecam Pte. Ltd. 3.82% America First Investment Advisors, LLC 3Y 7Y 3.79% Drystone LLC 3Y 3.72% Socorro Asset Management LP 3Y 3.68%
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