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Capital Advisors Wealth Management’s Pfizer PFE Stock Holding History

Capital Advisors Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$294K Buy
10,305
+958
+10% +$25.5K 0.03% 192
2026
Q2 		$225K Sell
9,347
-1,518
-14% -$39.7K 0.03% 218
2026
Q1 		$305K Buy
10,865
+32
+0.3% +$852 0.04% 168
2025
Q4 		$270K Buy
10,833
+452
+4% +$11.4K 0.04% 186
2025
Q3 		$265K Buy
10,381
+440
+4% +$10.9K 0.04% 186
2025
Q2 		$241K Buy
9,941
+752
+8% +$17.5K 0.04% 174
2025
Q1 		$233K Sell
9,189
-347
-4% -$9.08K 0.04% 164
2024
Q4 		$253K Sell
9,536
-546
-5% -$14.8K 0.05% 150
2024
Q3 		$292K Buy
10,082
+1,152
+13% +$33.6K 0.05% 131
2024
Q2 		$250K Buy
8,930
+1,639
+22% +$45.1K 0.05% 131
2024
Q1 		$202K Buy
+7,291
New +$202K 0.04% 151
2023
Q4 		– Sell
-8,107
Closed -$269K – 153
2023
Q3 		$269K Sell
8,107
-446
-5% -$15.8K 0.07% 107
2023
Q2 		$314K Buy
8,553
+205
+2% +$7.98K 0.08% 97
2023
Q1 		$341K Sell
8,348
-104
-1% -$4.49K 0.09% 96
2022
Q4 		$433K Buy
8,452
+1,527
+22% +$73.2K 0.13% 77
2022
Q3 		$303K Buy
6,925
+48
+0.7% +$2.33K 0.1% 92
2022
Q2 		$361K Buy
6,877
+800
+13% +$40.8K 0.12% 78
2022
Q1 		$315K Buy
6,077
+1,863
+44% +$96.7K 0.1% 89
2021
Q4 		$249K Buy
+4,214
New +$209K 0.08% 104

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Capital Advisors Wealth Management's PFE Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Pfizer (PFE) stake by 10% in Q3 2026, buying an estimated $25.5K and bringing the position to 10,305 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #192.

Capital Advisors Wealth Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $433K in Q4 2022. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Capital Advisors Wealth Management held 10,305 shares of Pfizer worth $294K as of Q3 2026.
  • Capital Advisors Wealth Management bought 958 Pfizer shares in Q3 2026, an estimated $25.5K.
  • Pfizer made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Capital Advisors Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Wealth Management's Pfizer position peaked at $433K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.