Legacy Capital Wealth Partners’s Pfizer PFE Stock Holding History

Legacy Capital Wealth Partners’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 Q2	–	Sell	-8,278	Closed	-$210K	–	385
2025 Q1	$210K	Buy	+8,278	New	+$217K	0.05%	335
2024 Q4	–	Sell	-8,045	Closed	-$233K	–	383
2024 Q3	$233K	Buy	+8,045	New	+$235K	0.05%	316
2024 Q1	–	Sell	-9,769	Closed	-$281K	–	273
2023 Q4	$281K	Buy	9,769 +57	+0.6%	+$1.72K	0.08%	225
2023 Q3	$322K	Buy	+9,712	New	+$343K	0.09%	207
2023 Q2	–	Sell	-9,458	Closed	-$386K	–	176
2023 Q1	$386K	Buy	+9,458	New	+$408K	0.11%	170

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Legacy Capital Wealth Partners's PFE Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of Pfizer (PFE) in Q2 2025, closing a stake of 8,278 shares — an estimated $210K sold.

Legacy Capital Wealth Partners first reported a position in PFE in Q1 2023 and held it in 5 quarters. The position peaked at $386K in Q1 2023. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Legacy Capital Wealth Partners reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 8,278 Pfizer shares in Q2 2025, an estimated $210K.
Legacy Capital Wealth Partners first reported a position in Pfizer in Q1 2023 and held it in 5 quarters.
Legacy Capital Wealth Partners's Pfizer position peaked at $386K in Q1 2023.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.