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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

LMG Wealth Partners's PFE Position: Q1 2026 in Review

LMG Wealth Partners reduced its Pfizer (PFE) stake by 2.1% in Q1 2026, selling an estimated $9.8K and leaving 17,567 shares worth $493K. The position accounts for 0.09% of the portfolio, ranked #115.

LMG Wealth Partners first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • LMG Wealth Partners held 17,567 shares of Pfizer worth $493K as of Q1 2026.
  • LMG Wealth Partners sold 368 Pfizer shares in Q1 2026, an estimated $9.8K.
  • Pfizer made up 0.09% of LMG Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • LMG Wealth Partners first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
  • LMG Wealth Partners's Pfizer position peaked at $1.37M in Q4 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.