Spurstone Advisory Services’s Pfizer PFE Stock Holding History

Spurstone Advisory Services’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	$175K	Hold	7,344	–	–	2.4%	12
2026 Q1	$206K	Hold	7,344	–	–	3.53%	8
2025 Q4	$183K	Sell	7,344 -659	-8%	-$16.6K	2.88%	12
2025 Q3	$204K	Hold	8,003	–	–	2.92%	11
2025 Q2	$194K	Hold	8,003	–	–	2.94%	11
2025 Q1	$203K	Sell	8,003 -1,300	-14%	-$34K	3.95%	9
2024 Q4	$247K	Buy	+9,303	New	+$252K	4.7%	7

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

Spurstone Advisory Services's PFE Position: Q2 2026 in Review

Spurstone Advisory Services held its Pfizer (PFE) position steady in Q2 2026 at 7,344 shares worth $175K. The position accounts for 2.4% of the portfolio, ranked #12.

Spurstone Advisory Services first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q4 2024. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Spurstone Advisory Services held 7,344 shares of Pfizer worth $175K as of Q2 2026.
Spurstone Advisory Services left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 2.4% of Spurstone Advisory Services's portfolio in Q2 2026, its #12 holding.
Spurstone Advisory Services first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Spurstone Advisory Services's Pfizer position peaked at $247K in Q4 2024.
2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.