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LMG Wealth Partners’s Pfizer PFE Stock Holding History

LMG 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 		$392K Sell
16,294
-1,273
-7% -$33.3K 0.06% 133
2026
Q1 		$493K Sell
17,567
-368
-2% -$9.8K 0.09% 115
2025
Q4 		$447K Sell
17,935
-1,060
-6% -$26.7K 0.08% 118
2025
Q3 		$484K Buy
18,995
+2,290
+14% +$56.5K 0.09% 113
2025
Q2 		$405K Hold
16,705
– – 0.08% 106
2025
Q1 		$423K Sell
16,705
-105
-0.6% -$2.75K 0.09% 102
2024
Q4 		$446K Buy
16,810
+194
+1% +$5.26K 0.1% 95
2024
Q3 		$481K Sell
16,616
-35
-0.2% -$1.02K 0.11% 91
2024
Q2 		$466K Sell
16,651
-32,222
-66% -$887K 0.12% 92
2024
Q1 		$1.36M Buy
48,873
+12,831
+36% +$356K 0.34% 63
2023
Q4 		$1.04M Sell
36,042
-1,921
-5% -$58.1K 0.29% 67
2023
Q3 		$1.26M Buy
37,963
+3,990
+12% +$141K 0.38% 60
2023
Q2 		$1.25M Buy
33,973
+2,187
+7% +$85.1K 0.38% 55
2023
Q1 		$1.3M Buy
31,786
+2,157
+7% +$93.2K 0.42% 57
2022
Q4 		$1.37M Buy
+29,629
New +$1.42M 0.45% 51

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

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

LMG Wealth Partners reduced its Pfizer (PFE) stake by 7.2% in Q2 2026, selling an estimated $33.3K and leaving 16,294 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #133.

LMG Wealth Partners first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2022. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • LMG Wealth Partners held 16,294 shares of Pfizer worth $392K as of Q2 2026.
  • LMG Wealth Partners sold 1,273 Pfizer shares in Q2 2026, an estimated $33.3K.
  • Pfizer made up 0.06% of LMG Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • LMG Wealth Partners first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Pfizer position peaked at $1.37M in Q4 2022.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.