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Williams Jones Wealth Management, LLC.: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones Wealth Management, LLC. on PFE, newest first. How the timeline and the estimate are built.

Williams Jones Wealth Management, LLC. held 162,713 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,713 shares
    Change vs previous 13F -2,694 shares

    0.04% of the 13F portfolio, value $3,918,126.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 165,407 shares
    Change vs previous 13F +3,158 shares

    0.06% of the 13F portfolio, value $4,644,626.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 162,249 shares
    Change vs previous 13F -7,816 shares

    0.05% of the 13F portfolio, value $4,039,994.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 170,065 shares
    Change vs previous 13F -2,650 shares

    0.05% of the 13F portfolio, value $4,333,253.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 172,715 shares
    Change vs previous 13F -11,518 shares

    0.05% of the 13F portfolio, value $4,186,612.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 184,233 shares
    Change vs previous 13F -1,549 shares

    0.06% of the 13F portfolio, value $4,668,464.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 185,782 shares
    Change vs previous 13F -14,646 shares

    0.06% of the 13F portfolio, value $4,928,793.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 200,428 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,800,386.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).