LeConte Wealth Management
PFE icon

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
Q3 		$240K Buy
8,404
+73
+0.9% +$1.94K 0.13% 156
2026
Q2 		$201K Sell
8,331
-2,018
-19% -$52.8K 0.11% 167
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LeConte Wealth Management's PFE Position: Q3 2026 in Review

LeConte Wealth Management increased its Pfizer (PFE) stake by 0.88% in Q3 2026, buying an estimated $1.94K and bringing the position to 8,404 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #156.

LeConte Wealth Management first reported a position in PFE in Q4 2025 and has held it in 4 quarters since. The position peaked at $291K in Q1 2026. 2,002 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • LeConte Wealth Management held 8,404 shares of Pfizer worth $240K as of Q3 2026.
  • LeConte Wealth Management bought 73 Pfizer shares in Q3 2026, an estimated $1.94K.
  • Pfizer made up 0.13% of LeConte Wealth Management's portfolio in Q3 2026, its #156 holding.
  • LeConte Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Pfizer position peaked at $291K in Q1 2026.
  • 2,002 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.