SEC 13F Intelligence

Liberty One Investment Management, LLC / PFE

Liberty One Investment Management, LLC’s Pfizer Inc Position

Does Liberty One Investment Management, LLC own Pfizer Inc (PFE)? Not currently — the last reported position was 1.23M shares worth $30M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$30M
Q2 2025
Shares
1.23M
% of Portfolio
+3.00%
Quarters Held
22
position exited

Position History PFE

Reported value by quarter
Q1 ’20: $11MQ1 ’20Q2 ’20: $12MQ3 ’20: $15MQ4 ’20: $16MQ4 ’20Q1 ’21: $17MQ2 ’21: $18MQ3 ’21: $20MQ3 ’21Q4 ’21: $27MQ1 ’22: $23MQ2 ’22: $18MQ2 ’22Q3 ’22: $18MQ4 ’22: $23MQ1 ’23: $20MQ1 ’23Q2 ’23: $20MQ3 ’23: $20MQ4 ’23: $19MQ4 ’23Q1 ’24: $20MQ2 ’24: $25,897Q3 ’24: $28MQ3 ’24Q4 ’24: $26MQ1 ’25: $28MQ2 ’25: $30MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20251.23M$30M+3.00%
Q1 20251.10M$28M+2.82%
Q4 2024993.5K$26M+2.86%
Q3 2024953.9K$28M+2.82%
Q2 2024925.6K$25,897+2.92%
Q1 2024705.3K$20M+2.22%
Q4 2023651.8K$19M+2.32%
Q3 2023614.2K$20M+2.95%
Q2 2023545.7K$20M+2.60%
Q1 2023501.7K$20M+2.79%
Q4 2022447.2K$23M+3.29%
Q3 2022422.2K$18M+3.04%
Q2 2022464.9K$18M+3.10%
Q1 2022439.8K$23M+3.46%
Q4 2021452.3K$27M+4.02%
Q3 2021457.6K$20M+3.36%
Q2 2021464.9K$18M+3.08%
Q1 2021457.9K$17M+2.96%
Q4 2020436.8K$16M+3.02%
Q3 2020399.1K$15M+3.00%
Q2 2020375.6K$12M+2.75%
Q1 2020341.0K$11M+2.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Liberty One Investment Management, LLC’s full portfolio or all institutional holders of PFE.