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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
Q3 		$338K Buy
11,856
+2
+0% +$53 0.08% 114
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

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

Colton Groome Financial Advisors's PFE Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Pfizer (PFE) stake by 0.02% in Q3 2026, buying an estimated $53 and bringing the position to 11,856 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #114.

Colton Groome Financial Advisors first reported a position in PFE in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2021. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Colton Groome Financial Advisors held 11,856 shares of Pfizer worth $338K as of Q3 2026.
  • Colton Groome Financial Advisors bought 2 Pfizer shares in Q3 2026, an estimated $53.
  • Pfizer made up 0.08% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #114 holding.
  • Colton Groome Financial Advisors first reported a position in Pfizer in Q2 2021 and has held it in 13 quarters since.
  • Colton Groome Financial Advisors's Pfizer position peaked at $1.07M in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.