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PFE icon

Legacy Advisors’s Pfizer PFE Stock Holding History

Legacy Advisors’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
Q2 		$977K Buy
40,590
+13,712
+51% +$359K 0.09% 127
2026
Q1 		$755K Buy
26,878
+2,427
+10% +$64.6K 0.09% 123
2025
Q4 		$609K Sell
24,451
-2,322
-9% -$58.6K 0.07% 143
2025
Q3 		$682K Buy
+26,773
New +$661K 0.08% 127
2025
Q2 		– Sell
-64,203
Closed -$1.63M – 299
2025
Q1 		$1.63M Buy
64,203
+4,243
+7% +$111K 0.17% 105
2024
Q4 		$1.59M Buy
59,960
+3,406
+6% +$92.4K 0.15% 102
2024
Q3 		$1.64M Buy
56,554
+5,071
+10% +$148K 0.18% 95
2024
Q2 		$1.44M Buy
51,483
+4,544
+10% +$125K 0.18% 95
2024
Q1 		$1.3M Sell
46,939
-55,341
-54% -$1.54M 0.16% 109
2023
Q4 		$2.94M Buy
102,280
+573
+0.6% +$17.3K 0.38% 57
2023
Q3 		$3.37M Buy
101,707
+11,589
+13% +$410K 0.54% 41
2023
Q2 		$3.31M Buy
90,118
+25,775
+40% +$1M 0.49% 45
2023
Q1 		$2.63M Buy
64,343
+10,024
+18% +$433K 0.48% 48
2022
Q4 		$2.78M Buy
54,319
+11,566
+27% +$555K 0.51% 42
2022
Q3 		$1.87M Buy
42,753
+2,754
+7% +$134K 0.41% 50
2022
Q2 		$2.1M Buy
39,999
+8,520
+27% +$434K 0.44% 41
2022
Q1 		$1.63M Buy
31,479
+20,620
+190% +$1.07M 0.32% 54
2021
Q4 		$641K Sell
10,859
-987
-8% -$48.9K 0.24% 61
2021
Q3 		$510K Buy
11,846
+2,750
+30% +$122K 0.2% 70
2021
Q2 		$356K Buy
9,096
+64
+0.7% +$2.49K 0.14% 84
2021
Q1 		$327K Buy
9,032
+725
+9% +$25.7K 0.14% 86
2020
Q4 		$306K Sell
8,307
-1,264
-13% -$46.4K 0.17% 83
2020
Q3 		$333K Buy
9,571
+545
+6% +$19.1K 0.22% 75
2020
Q2 		$280K Sell
9,026
-3,981
-31% -$135K 0.22% 76
2020
Q1 		$403K Sell
13,007
-742
-5% -$25.3K 0.4% 61
2019
Q4 		$511K Buy
13,749
+340
+3% +$12.1K 0.32% 62
2019
Q3 		$457K Sell
13,409
-126
-0.9% -$4.58K 0.34% 61
2019
Q2 		$556K Sell
13,535
-16,133
-54% -$641K 0.38% 55
2019
Q1 		$1.2M Buy
29,668
+15,938
+116% +$638K 0.39% 58
2018
Q4 		$569K Sell
13,730
-1,042
-7% -$43.3K 0.43% 57
2018
Q3 		$618K Buy
14,772
+6,022
+69% +$232K 0.3% 81
2018
Q2 		$301K Buy
8,750
+2,028
+30% +$69.3K 0.22% 73
2018
Q1 		$232K Buy
6,722
+2,374
+55% +$81.6K 0.17% 77
2017
Q4 		$149K Sell
4,348
-183
-4% -$6.24K 0.15% 66
2017
Q3 		$153K Sell
4,531
-642
-12% -$20.6K 0.17% 59
2017
Q2 		$164K Buy
5,173
+1,589
+44% +$50.1K 0.21% 55
2017
Q1 		$116K Hold
3,584
– – 0.16% 64
2016
Q4 		$110K Buy
+3,584
New +$109K 0.15% 64

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Legacy Advisors's PFE Position: Q2 2026 in Review

Legacy Advisors increased its Pfizer (PFE) stake by 51% in Q2 2026, buying an estimated $359K and bringing the position to 40,590 shares worth $977K. The position accounts for 0.09% of the portfolio, ranked #127.

Legacy Advisors first reported a position in PFE in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.37M in Q3 2023. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Legacy Advisors held 40,590 shares of Pfizer worth $977K as of Q2 2026.
  • Legacy Advisors bought 13,712 Pfizer shares in Q2 2026, an estimated $359K.
  • Pfizer made up 0.09% of Legacy Advisors's portfolio in Q2 2026, its #127 holding.
  • Legacy Advisors first reported a position in Pfizer in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's Pfizer position peaked at $3.37M in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.