PFIZER INC · CUSIP 717081103 · CIK 2056079
As of 2026-06-30, Spurstone Advisory Services, LLC reported 7.34K PFE (shares), valued at $175.38K, or 2.40% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares unchanged; reported value decreased 14.96%, and weight changed -1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.40% | 7,344 | SEC filing ↗Filed Aug 10, 2026Combination report |
| Q1 2026 | 3.53% | 7,344 | SEC filing ↗Filed Apr 28, 2026Combination report |
| Q4 2025 | 2.88% | 7,344 | SEC filing ↗Filed Jan 29, 2026Combination report |
| Q3 2025 | 2.92% | 8,003 | SEC filing ↗Filed Nov 6, 2025Combination report |
| Q2 2025 | 2.94% | 8,003 | SEC filing ↗Filed Aug 6, 2025Combination report |
| Q1 2025 | 3.95% | 8,003 | SEC filing ↗Filed May 12, 2025Combination report |
| Q4 2024 | 4.70% | 9,303 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 4.70% | 9,303 | $246.81K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 3.95% | 8,003 | $202.80K | Shares decreased 13.97%; reported value decreased 17.83%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 2.94% | 8,003 | $193.99K | Shares unchanged; reported value decreased 4.34%, and weight changed -1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 2.92% | 8,003 | $203.92K | Shares unchanged; reported value increased 5.12%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 2.88% | 7,344 | $182.87K | Shares decreased 8.23%; reported value decreased 10.32%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 3.53% | 7,344 | $206.22K | Shares unchanged; reported value increased 12.77%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.40% | 7,344 | $175.38K | Shares unchanged; reported value decreased 14.96%, and weight changed -1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.