Colton Groome Financial Advisors’s Pfizer PFE Stock Holding History

Colton Groome Financial Advisors’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	$285K	Sell	11,854 -13	-0.1%	-$340	0.07%	138
2026 Q1	$333K	Hold	11,867	–	–	0.09%	103
2025 Q4	$295K	Hold	11,867	–	–	0.08%	113
2025 Q3	$302K	Hold	11,867	–	–	0.09%	110
2025 Q2	$288K	Hold	11,867	–	–	0.1%	108
2025 Q1	$290K	Hold	11,867	–	–	0.11%	97
2024 Q4	$315K	Sell	11,867 -521	-4%	-$14.1K	0.12%	94
2024 Q3	$359K	Buy	12,388 +5	+0%	+$146	0.13%	96
2024 Q2	$346K	Buy	+12,383	New	+$341K	0.14%	89
2022 Q1	–	Sell	-18,185	Closed	-$1.07M	–	128
2021 Q4	$1.07M	Buy	18,185 +105	+0.6%	+$5.2K	0.44%	47
2021 Q3	$778K	Hold	18,080	–	–	0.34%	50
2021 Q2	$708K	Buy	+18,080	New	+$703K	0.32%	52

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Colton Groome Financial Advisors's PFE Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its Pfizer (PFE) stake by 0.11% in Q2 2026, selling an estimated $340 and leaving 11,854 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #138.

Colton Groome Financial Advisors first reported a position in PFE in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Colton Groome Financial Advisors held 11,854 shares of Pfizer worth $285K as of Q2 2026.
Colton Groome Financial Advisors sold 13 Pfizer shares in Q2 2026, an estimated $340.
Pfizer made up 0.07% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #138 holding.
Colton Groome Financial Advisors first reported a position in Pfizer in Q2 2021 and has held it in 12 quarters since.
Colton Groome Financial Advisors's Pfizer position peaked at $1.07M in Q4 2021.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.