GWM
PFE icon

Gilpin Wealth Management’s Pfizer PFE Stock Holding History

Gilpin 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 		$17.4K Buy
609
+203
+50% +$5.4K 0.01% 289
2026
Q2 		$9.77K Buy
406
+1
+0.2% +$26 0.01% 313
2026
Q1 		$11.4K Hold
405
– – 0.01% 284
2025
Q4 		$10.1K Buy
+405
New +$10.2K 0.01% 283

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

Gilpin Wealth Management's PFE Position: Q3 2026 in Review

Gilpin Wealth Management increased its Pfizer (PFE) stake by 50% in Q3 2026, buying an estimated $5.4K and bringing the position to 609 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #289.

Gilpin Wealth Management first reported a position in PFE in Q4 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Gilpin Wealth Management held 609 shares of Pfizer worth $17.4K as of Q3 2026.
  • Gilpin Wealth Management bought 203 Pfizer shares in Q3 2026, an estimated $5.4K.
  • Pfizer made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #289 holding.
  • Gilpin Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

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