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LGT Financial Advisors’s Pfizer PFE Stock Holding History

LGT 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
Q2 		– Sell
-4,051
Closed -$103K – 624
2025
Q1 		$103K Buy
+4,051
New +$106K 0.31% 70
2024
Q2 		– Sell
-121,090
Closed -$3.36M – 843
2024
Q1 		$3.36M Sell
121,090
-925
-0.8% -$25.7K 3.9% 3
2023
Q4 		$3.51M Sell
122,015
-556
-0.5% -$16.8K 4.29% 2
2023
Q3 		$4.07M Sell
122,571
-22,948
-16% -$811K 5.17% 2
2023
Q2 		$5.34M Buy
145,519
+15,714
+12% +$612K 5.68% 2
2023
Q1 		$5.3M Buy
129,805
+7,549
+6% +$326K 9.86% 2
2022
Q4 		$6.26M Buy
+122,256
New +$5.86M 7.37% 1

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

LGT Financial Advisors's PFE Position: Q2 2025 in Review

LGT Financial Advisors sold out of Pfizer (PFE) in Q2 2025, closing a stake of 4,051 shares — an estimated $103K sold.

LGT Financial Advisors first reported a position in PFE in Q4 2022 and held it in 7 quarters. The position peaked at $6.26M in Q4 2022. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • LGT Financial Advisors reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 4,051 Pfizer shares in Q2 2025, an estimated $103K.
  • LGT Financial Advisors first reported a position in Pfizer in Q4 2022 and held it in 7 quarters.
  • LGT Financial Advisors's Pfizer position peaked at $6.26M in Q4 2022.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on LGT Financial Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.