Legacy Capital Group California’s Pfizer PFE Stock Holding History

Legacy Capital Group California’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	$907K	Sell	37,682 -837	-2%	-$21.9K	0.27%	103
2026 Q1	$1.08M	Buy	38,519 +14,317	+59%	+$381K	0.41%	63
2025 Q4	$603K	Sell	24,202 -183	-0.8%	-$4.62K	0.15%	179
2025 Q3	$621K	Buy	24,385 +7	+0%	+$173	0.16%	175
2025 Q2	$591K	Sell	24,378 -561	-2%	-$13.1K	0.16%	161
2025 Q1	$632K	Buy	24,939 +5,124	+26%	+$134K	0.22%	124
2024 Q4	$526K	Buy	19,815 +5,093	+35%	+$138K	0.16%	171
2024 Q3	$426K	Sell	14,722 -848	-5%	-$24.7K	0.14%	187
2024 Q2	$436K	Buy	15,570 +165	+1%	+$4.54K	0.16%	186
2024 Q1	$427K	Sell	15,405 -564	-4%	-$15.7K	0.16%	183
2023 Q4	$460K	Buy	15,969 +5	+0%	+$151	0.18%	172
2023 Q3	$530K	Buy	15,964 +5,418	+51%	+$192K	0.23%	132
2023 Q2	$387K	Sell	10,546 -21,171	-67%	-$824K	0.16%	185
2023 Q1	$1.29M	Buy	+31,717	New	+$1.37M	0.63%	41

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Legacy Capital Group California's PFE Position: Q2 2026 in Review

Legacy Capital Group California reduced its Pfizer (PFE) stake by 2.2% in Q2 2026, selling an estimated $21.9K and leaving 37,682 shares worth $907K. The position accounts for 0.27% of the portfolio, ranked #103.

Legacy Capital Group California first reported a position in PFE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.29M in Q1 2023. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Legacy Capital Group California held 37,682 shares of Pfizer worth $907K as of Q2 2026.
Legacy Capital Group California sold 837 Pfizer shares in Q2 2026, an estimated $21.9K.
Pfizer made up 0.27% of Legacy Capital Group California's portfolio in Q2 2026, its #103 holding.
Legacy Capital Group California first reported a position in Pfizer in Q1 2023 and has held it in 14 quarters since.
Legacy Capital Group California's Pfizer position peaked at $1.29M in Q1 2023.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.