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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SRIM
2001
Saratoga Research & Investment Management
California
$253K – – –
RI
2002
Ridgewood Investments
New Jersey
$251K +$249K +7,279 New
BIA
2003
BHK Investment Advisors
Alabama
$250K -$11.7K -343 -5%
BCAM
2004
Boston Common Asset Management
Massachusetts
$249K – – –
CWM
2005
Cabot Wealth Management
Massachusetts
$248K -$45.3K -1,327 -16%
DOA
2006
D'Orazio & Associates
Virginia
$247K -$2.67K -78 -1%
KC
2007
KHP Capital
Oklahoma
$247K – – –
SHIM
2008
Stone House Investment Management
Pennsylvania
$247K +$8.68K +254 +4%
PA
2009
PFG Advisors
Arizona
$247K +$10.8K +316 +5%
RA
2010
Rational Advisors
New York
$246K -$528K -15,455 -68%
LRIC
2011
Long Road Investment Counsel
Michigan
$246K – – –
BBA
2012
Braun-Bostich & Associates
Pennsylvania
$246K +$103K +3,007 +73%
NCM
2013
Nelson Capital Management
California
$245K -$1.37K -40 -0.6%
SAS
2014
Stelac Advisory Services
New York
$245K – – –
PAA
2015
Peregrine Asset Advisers
Oregon
$245K +$991 +29 +0.4%
VCM
2016
Versant Capital Management
Arizona
$244K -$3.49K -102 -1%
MC
2017
Marcus Capital
Illinois
$244K – – –
EIA
2018
Eldridge Investment Advisors
New Hampshire
$243K -$5.74K -168 -2%
EDRIA
2019
Edmonds Duncan Registered Investment Advisors
Kansas
$243K – – –
TIM
2020
Total Investment Management
Arizona
$242K +$103 +3 +0%
AC
2021
Avestar Capital
New York
$242K +$10.2K +299 +4%
LFA
2022
Legacy Financial Advisors
Kentucky
$242K +$11.1K +324 +5%
HA
2023
Hays Advisory
Tennessee
$241K -$19.7K -577 -8%
WA
2024
WP Advisors
California
$239K +$581 +17 +0.2%
CM
2025
Castleark Management
Illinois
$236K – – –
79 80
81
82 83