SEC 13F Intelligence

Spurstone Advisory Services, LLC / PFE

Spurstone Advisory Services, LLC’s Pfizer Inc Position

Does Spurstone Advisory Services, LLC own Pfizer Inc (PFE)? Yes — 7.3K shares worth $206,220 (+3.53% of its 13F portfolio) as of Q1 2026.

Position Value
$206,220
Q1 2026
Shares
7.3K
% of Portfolio
+3.53%
Quarters Held
6
currently held

Position History PFE

Reported value by quarter
Q4 ’24: $246,808Q4 ’24Q1 ’25: $202,796Q1 ’25Q2 ’25: $193,992Q2 ’25Q3 ’25: $203,916Q3 ’25Q4 ’25: $182,866Q4 ’25Q1 ’26: $206,220Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.3K$206,220+3.53%
Q4 20257.3K$182,866+2.88%
Q3 20258.0K$203,916+2.92%
Q2 20258.0K$193,992+2.94%
Q1 20258.0K$202,796+3.95%
Q4 20249.3K$246,808+4.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spurstone Advisory Services, LLC’s full portfolio or all institutional holders of PFE.