PFE β€” PFIZER INC

Ownership history in Midwest Financial Group LLC  Β·  11 quarters on record

AI Ownership Summary

Midwest Financial Group LLC reported PFIZER INC (PFE) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.27% in 2023 Q4. The latest visible filing shows PFE at 0.13% 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 Midwest Financial Group LLC's position in PFIZER INC, 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
2025 Q3

PFE was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% 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 2025 Q3

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 Midwest Financial Group LLC held PFE β€” position size vs. price
% of Fund (quarterly)    PFE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,348 -200 -1.9% 0.13% $264K 2025-11-06 $24.02
2025 Q2 ADDED 10,548 +318 +3.1% 0.13% $256K 2025-07-18 $23.25
2025 Q1 REDUCED 10,230 -600 -5.5% 0.15% $259K 2025-04-22 $21.01
2024 Q4 REDUCED 10,830 -4,014 -27.0% 0.16% $287K 2025-01-21 $24.43
2024 Q3 ADDED 14,844 +1,340 +9.9% 0.25% $430K 2024-10-17 $26.43
2024 Q2 REDUCED 13,504 -100 -0.7% 0.24% $378K 2024-07-17 $26.74
2024 Q1 ADDED 13,604 +873 +6.9% 0.25% $378K 2024-04-11 $23.11
2023 Q4 REDUCED 12,731 -7,561 -37.3% 0.27% $367K 2024-01-25 $24.10
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Midwest Financial Group LLC and PFE

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

How long has Midwest Financial Group LLC reported owning PFE?

Midwest Financial Group LLC reported PFE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PFE position in Midwest Financial Group LLC's portfolio?

The largest reported portfolio weight for PFE was 0.27% in 2023 Q4.

What is the latest reported PFE position on this page?

The most recent filing on this page is 2025 Q3, when Midwest Financial Group LLC reported 10,348 shares, equal to 0.13% of portfolio, with an estimated market value of $264K.

What does the chart on this PFE ownership page compare?

The chart compares Midwest Financial Group LLC'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.

← Back to Midwest Financial Group LLC Holdings