Legacy Edge Advisors
PFE icon

Legacy Edge Advisors’s Pfizer PFE Stock Holding History

Legacy Edge 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
Q3 		$313K Sell
10,964
-1,061
-9% -$28.2K 0.03% 197
2026
Q2 		$290K Buy
12,025
+388
+3% +$10.1K 0.03% 191
2026
Q1 		$327K Sell
11,637
-965
-8% -$25.7K 0.03% 176
2025
Q4 		$314K Buy
12,602
+23
+0.2% +$580 0.03% 177
2025
Q3 		$321K Sell
12,579
-15
-0.1% -$370 0.04% 166
2025
Q2 		$305K Buy
12,594
+1,230
+11% +$28.7K 0.04% 164
2025
Q1 		$288K Buy
11,364
+166
+1% +$4.34K 0.04% 152
2024
Q4 		$296K Sell
11,198
-600
-5% -$16.3K 0.05% 146
2024
Q3 		$341K Buy
11,798
+2,557
+28% +$74.6K 0.05% 136
2024
Q2 		$259K Buy
9,241
+840
+10% +$23.1K 0.05% 151
2024
Q1 		$233K Buy
8,401
+269
+3% +$7.46K 0.05% 151
2023
Q4 		$234K Buy
+8,132
New +$246K 0.05% 143

Other funds holding PFE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Legacy Edge Advisors's PFE Position: Q3 2026 in Review

Legacy Edge Advisors reduced its Pfizer (PFE) stake by 8.8% in Q3 2026, selling an estimated $28.2K and leaving 10,964 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #197.

Legacy Edge Advisors first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $341K in Q3 2024. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Legacy Edge Advisors held 10,964 shares of Pfizer worth $313K as of Q3 2026.
  • Legacy Edge Advisors sold 1,061 Pfizer shares in Q3 2026, an estimated $28.2K.
  • Pfizer made up 0.03% of Legacy Edge Advisors's portfolio in Q3 2026, its #197 holding.
  • Legacy Edge Advisors first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's Pfizer position peaked at $341K in Q3 2024.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.