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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Edge Advisors's PFE Position: Q2 2026 in Review

Legacy Edge Advisors increased its Pfizer (PFE) stake by 3.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 12,025 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #191.

Legacy Edge Advisors first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $341K in Q3 2024. 2,839 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Legacy Edge Advisors held 12,025 shares of Pfizer worth $290K as of Q2 2026.
  • Legacy Edge Advisors bought 388 Pfizer shares in Q2 2026, an estimated $10.1K.
  • Pfizer made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #191 holding.
  • Legacy Edge Advisors first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Pfizer position peaked at $341K in Q3 2024.
  • 2,839 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.