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Legacy Trust’s Pfizer PFE Stock Holding History

Legacy Trust’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 		$624K Sell
25,896
-1,697
-6% -$44.4K 0.11% 121
2026
Q1 		$775K Buy
27,593
+5,978
+28% +$159K 0.15% 103
2025
Q4 		$538K Sell
21,615
-310
-1% -$7.82K 0.1% 118
2025
Q3 		$559K Buy
21,925
+10,464
+91% +$258K 0.11% 117
2025
Q2 		$278K Sell
11,461
-14
-0.1% -$326 0.07% 125
2025
Q1 		$291K Sell
11,475
-575
-5% -$15K 0.07% 132
2024
Q4 		$320K Sell
12,050
-1,179
-9% -$32K 0.07% 127
2024
Q3 		$383K Buy
13,229
+329
+3% +$9.6K 0.09% 122
2024
Q2 		$361K Sell
12,900
-1,982
-13% -$54.6K 0.09% 120
2024
Q1 		$413K Sell
14,882
-235
-2% -$6.52K 0.1% 115
2023
Q4 		$435K Sell
15,117
-13
-0.1% -$393 0.11% 114
2023
Q3 		$502K Sell
15,130
-6
-0% -$212 0.15% 99
2023
Q2 		$555K Sell
15,136
-876
-5% -$34.1K 0.15% 96
2023
Q1 		$653K Buy
16,012
+993
+7% +$42.9K 0.19% 88
2022
Q4 		$770K Buy
+15,019
New +$720K 0.24% 75

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 $3.37T AUM 44.26% 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 Trust's PFE Position: Q2 2026 in Review

Legacy Trust reduced its Pfizer (PFE) stake by 6.2% in Q2 2026, selling an estimated $44.4K and leaving 25,896 shares worth $624K. The position accounts for 0.11% of the portfolio, ranked #121.

Legacy Trust first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $775K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Legacy Trust held 25,896 shares of Pfizer worth $624K as of Q2 2026.
  • Legacy Trust sold 1,697 Pfizer shares in Q2 2026, an estimated $44.4K.
  • Pfizer made up 0.11% of Legacy Trust's portfolio in Q2 2026, its #121 holding.
  • Legacy Trust first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Pfizer position peaked at $775K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.