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Garton & Associates Financial Advisors’s Pfizer PFE Stock Holding History

Garton & Associates 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 		$427K Buy
17,732
+779
+5% +$20.4K 0.97% 20
2026
Q1 		$476K Sell
16,953
-7,943
-32% -$211K 0.39% 62
2025
Q4 		$620K Buy
+24,896
New +$628K 0.35% 55

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Garton & Associates Financial Advisors's PFE Position: Q2 2026 in Review

Garton & Associates Financial Advisors increased its Pfizer (PFE) stake by 4.6% in Q2 2026, buying an estimated $20.4K and bringing the position to 17,732 shares worth $427K. The position accounts for 0.97% of the portfolio, ranked #20.

Garton & Associates Financial Advisors first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $620K in Q4 2025. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Garton & Associates Financial Advisors held 17,732 shares of Pfizer worth $427K as of Q2 2026.
  • Garton & Associates Financial Advisors bought 779 Pfizer shares in Q2 2026, an estimated $20.4K.
  • Pfizer made up 0.97% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Garton & Associates Financial Advisors first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Garton & Associates Financial Advisors's Pfizer position peaked at $620K in Q4 2025.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.