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Legacy Investment Solutions’s Pfizer PFE Stock Holding History

Legacy Investment Solutions’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 		$7.39K Buy
+305
New +$7.11K ﹤0.01% 354
2024
Q4 		$7.85K Sell
305
-175
-36% -$4.75K 0.01% 324
2024
Q3 		$12.8K Buy
+480
New +$14K 0.01% 275

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Legacy Investment Solutions's PFE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Pfizer (PFE) in Q2 2025: 305 shares worth $7.39K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PFE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PFE in Q3 2024 and has held it in 3 quarters since. The position peaked at $12.8K in Q3 2024. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Legacy Investment Solutions held 305 shares of Pfizer worth $7.39K as of Q2 2025.
  • Pfizer was a new Legacy Investment Solutions position in Q2 2025.
  • Pfizer made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #354 holding.
  • Legacy Investment Solutions first reported a position in Pfizer in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Pfizer position peaked at $12.8K in Q3 2024.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.