PFE PFIZER COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  102 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported PFIZER COM (PFE) in 102 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.27% in 2023 Q4. The latest visible filing shows PFE at 0.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in PFIZER COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PFE was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LVM CAPITAL MANAGEMENT LTD/MI held PFE — position size vs. price
% of Fund (quarterly)    PFE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 336,052 +7,776 +2.4% 0.89% $9.4M 2026-05-15 (Est.) $27.83
2025 Q4 ADDED 328,276 +3,356 +1.0% 0.76% $8.2M 2026-01-12 $24.85
2025 Q3 ADDED 324,920 +3,065 +1.0% 0.80% $8.3M 2025-10-09 $24.39
2025 Q2 ADDED 321,855 +8,571 +2.7% 0.81% $7.8M 2025-07-02 $24.06
2025 Q1 ADDED 313,284 +25,235 +8.8% 0.88% $7.9M 2025-04-08 $20.36
2024 Q4 REDUCED 288,049 -46,556 -13.9% 0.82% $7.6M 2025-01-10 $24.51
2024 Q3 UNCHANGED 334,605 0% 1.07% $9.4M 2024-10-03 $25.59
2024 Q2 REDUCED 334,605 -11,045 -3.2% 1.07% $9.4M 2024-07-16 $26.27
2024 Q1 ADDED 345,650 +1,151 +0.3% 1.13% $9.6M 2024-04-15 $22.73
2023 Q4 ADDED 344,499 +62,284 +22.1% 1.27% $9.9M 2024-01-12 $24.81
92 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and PFE

These are the practical questions this page is built to answer before you even open the full history table.

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning PFE?

LVM CAPITAL MANAGEMENT LTD/MI reported PFE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PFE position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for PFE was 1.27% in 2023 Q4.

What is the latest reported PFE position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 336,052 shares, equal to 0.89% of portfolio, with an estimated market value of $9.4M.

What does the chart on this PFE ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly PFE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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