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Family Legacy Financial Solutions’s Pfizer PFE Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-141
Closed -$3.59K – 174
2025
Q3 		$3.59K Buy
141
+99
+236% +$2.44K ﹤0.01% 199
2025
Q2 		$1.02K Buy
+42
New +$979 ﹤0.01% 220

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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Norges Bank
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Northern Trust
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Massachusetts Financial Services
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Family Legacy Financial Solutions's PFE Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Pfizer (PFE) in Q4 2025, closing a stake of 141 shares — an estimated $3.59K sold.

Family Legacy Financial Solutions first reported a position in PFE in Q2 2025 and held it in 2 quarters. The position peaked at $3.59K in Q3 2025. 2,906 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 141 Pfizer shares in Q4 2025, an estimated $3.59K.
  • Family Legacy Financial Solutions first reported a position in Pfizer in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Pfizer position peaked at $3.59K in Q3 2025.
  • 2,906 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.