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LeConte Wealth Management’s Pfizer PFE Stock Holding History

LeConte 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
Q1 		$291K Buy
10,349
+2,168
+27% +$57.7K 0.19% 94
2025
Q4 		$204K Buy
+8,181
New +$206K 0.13% 132

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

LeConte Wealth Management's PFE Position: Q1 2026 in Review

LeConte Wealth Management increased its Pfizer (PFE) stake by 27% in Q1 2026, buying an estimated $57.7K and bringing the position to 10,349 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #94.

LeConte Wealth Management first reported a position in PFE in Q4 2025 and has held it in 2 quarters since. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • LeConte Wealth Management held 10,349 shares of Pfizer worth $291K as of Q1 2026.
  • LeConte Wealth Management bought 2,168 Pfizer shares in Q1 2026, an estimated $57.7K.
  • Pfizer made up 0.19% of LeConte Wealth Management's portfolio in Q1 2026, its #94 holding.
  • LeConte Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 2 quarters since.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.