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Colter Lewis Investment Partners’s Pfizer PFE Stock Holding History

Colter Lewis Investment Partners’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
Q2 		$245K Hold
10,195
– – 0.11% 103
2026
Q1 		$286K Sell
10,195
-759
-7% -$20.2K 0.27% 94
2025
Q4 		$273K Buy
+10,954
New +$276K 0.32% 70

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Colter Lewis Investment Partners's PFE Position: Q2 2026 in Review

Colter Lewis Investment Partners held its Pfizer (PFE) position steady in Q2 2026 at 10,195 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #103.

Colter Lewis Investment Partners first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $286K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Colter Lewis Investment Partners held 10,195 shares of Pfizer worth $245K as of Q2 2026.
  • Colter Lewis Investment Partners left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.11% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #103 holding.
  • Colter Lewis Investment Partners first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Colter Lewis Investment Partners's Pfizer position peaked at $286K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.