Legend Financial Advisors’s Pfizer PFE Stock Holding History

Legend Financial 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
2025 Q3	–	Sell	-199	Closed	-$4.82K	–	128
2025 Q2	$4.82K	Buy	+199	New	+$4.64K	﹤0.01%	140
2025 Q1	–	Sell	-544	Closed	-$14.4K	–	188
2024 Q4	$14.4K	Buy	544 +345	+173%	+$9.36K	0.01%	99
2024 Q3	$5.75K	Sell	199 -345	-63%	-$10.1K	﹤0.01%	122
2024 Q2	$15.2K	Buy	+544	New	+$15K	0.01%	120
2024 Q1	–	Sell	-199	Closed	-$5.72K	–	195
2023 Q4	$5.72K	Hold	199	–	–	﹤0.01%	145
2023 Q3	$6.6K	Hold	199	–	–	0.01%	151
2023 Q2	$7.29K	Hold	199	–	–	0.01%	166
2023 Q1	$8.11K	Sell	199 -759	-79%	-$32.8K	0.01%	168
2022 Q4	$49.1K	Hold	958	–	–	0.04%	72
2022 Q3	$41.9K	Buy	+958	New	+$46.6K	0.04%	70

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legend Financial Advisors's PFE Position: Q3 2025 in Review

Legend Financial Advisors sold out of Pfizer (PFE) in Q3 2025, closing a stake of 199 shares — an estimated $4.82K sold.

Legend Financial Advisors first reported a position in PFE in Q3 2022 and held it in 10 quarters. The position peaked at $49.1K in Q4 2022. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

Legend Financial Advisors reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 199 Pfizer shares in Q3 2025, an estimated $4.82K.
Legend Financial Advisors first reported a position in Pfizer in Q3 2022 and held it in 10 quarters.
Legend Financial Advisors's Pfizer position peaked at $49.1K in Q4 2022.
2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.