Legacy Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $829K | Sell |
34,409
-5,412
| -14% | -$142K | 0.1% | 156 |
|
|
2026
Q1 | $1.12M | Buy |
39,821
+7,141
| +22% | +$190K | 0.16% | 115 |
|
|
2025
Q4 | $814K | Buy |
32,680
+758
| +2% | +$19.1K | 0.11% | 150 |
|
|
2025
Q3 | $813K | Buy |
31,922
+1,204
| +4% | +$29.7K | 0.11% | 168 |
|
|
2025
Q2 | $745K | Sell |
30,718
-13,977
| -31% | -$326K | 0.12% | 150 |
|
|
2025
Q1 | $1.13M | Buy |
44,695
+4,259
| +11% | +$111K | 0.19% | 93 |
|
|
2024
Q4 | $1.07M | Sell |
40,436
-11,757
| -23% | -$319K | 0.18% | 98 |
|
|
2024
Q3 | $1.51M | Buy |
52,193
+523
| +1% | +$15.3K | 0.25% | 68 |
|
|
2024
Q2 | $1.45M | Buy |
51,670
+4,807
| +10% | +$132K | 0.26% | 67 |
|
|
2024
Q1 | $1.3M | Buy |
46,863
+22,576
| +93% | +$626K | 0.23% | 74 |
|
|
2023
Q4 | $699K | Sell |
24,287
-2,291
| -9% | -$69.3K | 0.13% | 117 |
|
|
2023
Q3 | $882K | Sell |
26,578
-7,514
| -22% | -$266K | 0.18% | 76 |
|
|
2023
Q2 | $1.25M | Buy |
34,092
+6,490
| +24% | +$253K | 0.23% | 53 |
|
|
2023
Q1 | $1.13M | Sell |
27,602
-12,784
| -32% | -$552K | 0.23% | 55 |
|
|
2022
Q4 | $2.07M | Buy |
40,386
+5,477
| +16% | +$263K | 0.45% | 24 |
|
|
2022
Q3 | $1.53M | Buy |
34,909
+26
| +0.1% | +$1.26K | 0.37% | 33 |
|
|
2022
Q2 | $1.83M | Buy |
34,883
+2,232
| +7% | +$114K | 0.45% | 24 |
|
|
2022
Q1 | $1.69M | Sell |
32,651
-7,135
| -18% | -$370K | 0.38% | 26 |
|
|
2021
Q4 | $2.35M | Buy |
39,786
+2,183
| +6% | +$108K | 0.54% | 20 |
|
|
2021
Q3 | $1.62M | Buy |
37,603
+5,050
| +16% | +$224K | 0.4% | 21 |
|
|
2021
Q2 | $1.27M | Buy |
32,553
+5,527
| +20% | +$215K | 0.32% | 24 |
|
|
2021
Q1 | $979K | Buy |
27,026
+4,616
| +21% | +$164K | 0.27% | 36 |
|
|
2020
Q4 | $825K | Sell |
22,410
-3,211
| -13% | -$118K | 0.23% | 38 |
|
|
2020
Q3 | $892K | Sell |
25,621
-1,710
| -6% | -$60K | 0.27% | 30 |
|
|
2020
Q2 | $848K | Buy |
27,331
+5,716
| +26% | +$194K | 0.3% | 24 |
|
|
2020
Q1 | $787K | Buy |
21,615
+8,632
| +66% | +$294K | 0.29% | 27 |
|
|
2019
Q4 | $483K | Sell |
12,983
-838
| -6% | -$29.8K | 0.15% | 64 |
|
|
2019
Q3 | $471K | Buy |
13,821
+921
| +7% | +$33.5K | 0.16% | 66 |
|
|
2019
Q2 | $530K | Buy |
12,900
+108
| +0.8% | +$4.29K | 0.19% | 54 |
|
|
2019
Q1 | $515K | Buy |
12,792
+5,843
| +84% | +$234K | 0.17% | 55 |
|
|
2018
Q4 | $288K | Buy |
6,949
+361
| +5% | +$15K | 0.11% | 77 |
|
|
2018
Q3 | $275K | Sell |
6,588
-213
| -3% | -$8.2K | 0.1% | 84 |
|
|
2018
Q2 | $242K | Buy |
6,801
+324
| +5% | +$11.1K | 0.09% | 90 |
|
|
2018
Q1 | $220K | Sell |
6,477
-114
| -2% | -$3.92K | 0.09% | 106 |
|
|
2017
Q4 | $226K | Buy |
+6,591
| New | +$225K | 0.09% | 105 |
|
Other funds holding PFE
Legacy Financial Advisors's PFE Position: Q2 2026 in Review
Legacy Financial Advisors reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $142K and leaving 34,409 shares worth $829K. The position accounts for 0.1% of the portfolio, ranked #156.
Legacy Financial Advisors first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.35M in Q4 2021. 2,824 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Legacy Financial Advisors held 34,409 shares of Pfizer worth $829K as of Q2 2026.
- Legacy Financial Advisors sold 5,412 Pfizer shares in Q2 2026, an estimated $142K.
- Pfizer made up 0.1% of Legacy Financial Advisors's portfolio in Q2 2026, its #156 holding.
- Legacy Financial Advisors first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
- Legacy Financial Advisors's Pfizer position peaked at $2.35M in Q4 2021.
- 2,824 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.