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Morningstar Investment Management LLC: PFE position timeline

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

Morningstar Investment Management LLC held 274,915 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,915 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $7,719,613.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment 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 274,915 shares
    Change vs previous 13F +17,033 shares

    0.48% of the 13F portfolio, value $7,719,613.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment 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 257,882 shares
    Change vs previous 13F -68,676 shares

    0.38% of the 13F portfolio, value $6,421,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment 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 326,558 shares
    Change vs previous 13F +269,476 shares

    0.31% of the 13F portfolio, value $8,321,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment 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 57,082 shares
    Change vs previous 13F -43,522 shares

    0.12% of the 13F portfolio, value $1,384,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment 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 100,604 shares
    Change vs previous 13F -51,894 shares

    0.15% of the 13F portfolio, value $2,550,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 52,792 shares
    • Morningstar Investment Management LLC: 47,812 shares

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

  7. period ended2024-12-31
    13F 152,498 shares
    Change vs previous 13F -928,027 shares

    0.17% of the 13F portfolio, value $4,046,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 113,893 shares
    • Morningstar Investment Management LLC: 38,605 shares

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

  8. period ended2024-09-30
    13F 1,080,525 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $31,432,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 1,044,104 shares
    • Morningstar Investment Management LLC: 36,421 shares

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