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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 		$305K Buy
12,594
+957
+8% +$25K 0.04% 164
2026
Q1 		$327K Sell
11,637
-965
-8% -$25.7K 0.03% 176
2025
Q4 		$314K Buy
+12,602
New +$318K 0.03% 177

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Legacy Edge Advisors increased its Pfizer (PFE) stake by 8.2% in Q2 2026, buying an estimated $25K and bringing the position to 12,594 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #164.

Legacy Edge Advisors first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q1 2026. 1,939 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Legacy Edge Advisors held 12,594 shares of Pfizer worth $305K as of Q2 2026.
  • Legacy Edge Advisors bought 957 Pfizer shares in Q2 2026, an estimated $25K.
  • Pfizer made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #164 holding.
  • Legacy Edge Advisors first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Pfizer position peaked at $327K in Q1 2026.
  • 1,939 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.