Leo Wealth LLC’s Pfizer PFE Stock Holding History

Leo Wealth LLC’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 Q1	$2.92M	Sell	104,084 -31,777	-23%	-$846K	0.21%	91
2025 Q4	$3.38M	Buy	135,861 +27,559	+25%	+$695K	0.25%	75
2025 Q3	$2.76M	Sell	108,302 -21,721	-17%	-$536K	0.36%	56
2025 Q2	$3.15M	Buy	+130,023	New	+$3.03M	0.25%	80
2025 Q1	–	Sell	-35,767	Closed	-$949K	–	345
2024 Q4	$949K	Buy	35,767 +11,722	+49%	+$318K	0.09%	161
2024 Q3	$696K	Sell	24,045 -5,658	-19%	-$165K	0.06%	185
2024 Q2	$835K	Sell	29,703 -17,477	-37%	-$481K	0.09%	160
2024 Q1	$1.31M	Sell	47,180 -28,482	-38%	-$790K	0.13%	121
2023 Q4	$2.17M	Buy	+75,662	New	+$2.29M	0.23%	77

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Leo Wealth LLC's PFE Position: Q1 2026 in Review

Leo Wealth LLC reduced its Pfizer (PFE) stake by 23% in Q1 2026, selling an estimated $846K and leaving 104,084 shares worth $2.92M. The position accounts for 0.21% of the portfolio, ranked #91.

Leo Wealth LLC first reported a position in PFE in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.38M in Q4 2025. 2,955 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Leo Wealth LLC held 104,084 shares of Pfizer worth $2.92M as of Q1 2026.
Leo Wealth LLC sold 31,777 Pfizer shares in Q1 2026, an estimated $846K.
Pfizer made up 0.21% of Leo Wealth LLC's portfolio in Q1 2026, its #91 holding.
Leo Wealth LLC first reported a position in Pfizer in Q4 2023 and has held it in 9 quarters since.
Leo Wealth LLC's Pfizer position peaked at $3.38M in Q4 2025.
2,955 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.