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Pfizer shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Pfizer

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pfizer by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $320k 12k 27.77
2023-06-30 $203k 5.6k 36.48
2023-03-31 $1.1M 29k 38.64

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iShares S&P 100 Index (OEF)
SPDR Dow Jones Industrial Average ETF (DIA)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Dividend Appreciation ETF (VIG)
iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Pfizer

Vanguard Group
BlackRock
Wellington Management Company
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Susquehanna International
Northern Trust
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Legal & General Group
Citadel Advisors
Amundi
Bank of New York Mellon

View all funds holding Pfizer