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LFG Wealth Partners’s Pfizer PFE Stock Holding History

LFG Wealth Partners’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 		$1.58M Buy
65,762
+7,966
+14% +$208K 0.74% 49
2026
Q1 		$1.62M Buy
57,796
+30
+0.1% +$799 0.98% 38
2025
Q4 		$1.44M Buy
+57,766
New +$1.46M 0.92% 40

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

LFG Wealth Partners's PFE Position: Q2 2026 in Review

LFG Wealth Partners increased its Pfizer (PFE) stake by 14% in Q2 2026, buying an estimated $208K and bringing the position to 65,762 shares worth $1.58M. The position accounts for 0.74% of the portfolio, ranked #49.

LFG Wealth Partners first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • LFG Wealth Partners held 65,762 shares of Pfizer worth $1.58M as of Q2 2026.
  • LFG Wealth Partners bought 7,966 Pfizer shares in Q2 2026, an estimated $208K.
  • Pfizer made up 0.74% of LFG Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • LFG Wealth Partners first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • LFG Wealth Partners's Pfizer position peaked at $1.62M in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.