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Legacy Wealth Management (Idaho)’s Pfizer PFE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-2,566
Closed -$72.1K – 729
2026
Q1 		$72.1K Buy
2,566
+816
+47% +$21.7K 0.04% 223
2025
Q4 		$43.6K Buy
1,750
+1,398
+397% +$35.3K 0.02% 238
2025
Q3 		$8.97K Buy
352
+47
+15% +$1.16K ﹤0.01% 356
2025
Q2 		$7.39K Hold
305
– – ﹤0.01% 354
2025
Q1 		$7.73K Hold
305
– – 0.01% 374
2024
Q4 		$7.85K Sell
305
-175
-36% -$4.75K 0.01% 324
2024
Q3 		$12.8K Buy
+480
New +$14K 0.01% 275

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 Wealth Management (Idaho)'s PFE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Pfizer (PFE) in Q2 2026, closing a stake of 2,566 shares — an estimated $72.1K sold.

Legacy Wealth Management (Idaho) first reported a position in PFE in Q3 2024 and held it in 7 quarters. The position peaked at $72.1K in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,566 Pfizer shares in Q2 2026, an estimated $72.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Pfizer in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Pfizer position peaked at $72.1K in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.