My Legacy Advisors’s Pfizer PFE Stock Holding History

My Legacy 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	$652K	Buy	25,278 +12,951	+105%	+$302K	0.23%	117
2025 Q1	$312K	Buy	12,327 +424	+4%	+$11.1K	0.12%	166
2024 Q4	$312K	Buy	11,903 +239	+2%	+$6.48K	0.12%	167
2024 Q3	$338K	Sell	11,664 -1,562	-12%	-$45.6K	0.13%	163
2024 Q2	$370K	Sell	13,226 -124	-0.9%	-$3.41K	0.12%	175
2024 Q1	$370K	Sell	13,350 -596	-4%	-$16.5K	0.12%	177
2023 Q4	$396K	Buy	13,946 +507	+4%	+$15.3K	0.14%	164
2023 Q3	$419K	Sell	13,439 -215	-2%	-$7.6K	0.17%	156
2023 Q2	$492K	Sell	13,654 -37	-0.3%	-$1.44K	0.19%	151
2023 Q1	$571K	Sell	13,691 -4,938	-27%	-$213K	0.24%	136
2022 Q4	$821K	Sell	18,629 -123	-0.7%	-$5.9K	0.35%	99
2022 Q3	$804K	Buy	18,752 +436	+2%	+$21.2K	0.41%	77
2022 Q2	$969K	Buy	18,316 +348	+2%	+$17.7K	0.48%	62
2022 Q1	$930K	Buy	+17,968	New	+$932K	0.43%	72

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

My Legacy Advisors's PFE Position: Q2 2025 in Review

My Legacy Advisors increased its Pfizer (PFE) stake by 105% in Q2 2025, buying an estimated $302K and bringing the position to 25,278 shares worth $652K. The position accounts for 0.23% of the portfolio, ranked #117.

My Legacy Advisors first reported a position in PFE in Q1 2022 and has held it in 14 quarters since. The position peaked at $969K in Q2 2022. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

My Legacy Advisors held 25,278 shares of Pfizer worth $652K as of Q2 2025.
My Legacy Advisors bought 12,951 Pfizer shares in Q2 2025, an estimated $302K.
Pfizer made up 0.23% of My Legacy Advisors's portfolio in Q2 2025, its #117 holding.
My Legacy Advisors first reported a position in Pfizer in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's Pfizer position peaked at $969K in Q2 2022.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.