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Tanglewood Legacy Advisors’s Pfizer PFE Stock Holding History

Tanglewood 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
2026
Q2 		$49.9K Hold
2,072
– – 0.02% 166
2026
Q1 		$58.2K Hold
2,072
– – 0.02% 158
2025
Q4 		$51.6K Buy
2,072
+358
+21% +$9.03K 0.02% 161
2025
Q3 		$43.7K Sell
1,714
-701
-29% -$17.3K 0.02% 175
2025
Q2 		$58.5K Sell
2,415
-146
-6% -$3.4K 0.02% 162
2025
Q1 		$64.9K Hold
2,561
– – 0.03% 159
2024
Q4 		$68K Hold
2,561
– – 0.03% 153
2024
Q3 		$74.1K Sell
2,561
-350
-12% -$10.2K 0.03% 135
2024
Q2 		$81.5K Hold
2,911
– – 0.04% 133
2024
Q1 		$80.8K Sell
2,911
-1,141
-28% -$31.7K 0.04% 136
2023
Q4 		$117K Sell
4,052
-200
-5% -$6.05K 0.06% 105
2023
Q3 		$141K Hold
4,252
– – 0.08% 98
2023
Q2 		$156K Hold
4,252
– – 0.09% 93
2023
Q1 		$173K Hold
4,252
– – 0.11% 78
2022
Q4 		$218K Buy
+4,252
New +$204K 0.15% 54

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

Tanglewood Legacy Advisors's PFE Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Pfizer (PFE) position steady in Q2 2026 at 2,072 shares worth $49.9K. The position accounts for 0.02% of the portfolio, ranked #166.

Tanglewood Legacy Advisors first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $218K in Q4 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Tanglewood Legacy Advisors held 2,072 shares of Pfizer worth $49.9K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #166 holding.
  • Tanglewood Legacy Advisors first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's Pfizer position peaked at $218K in Q4 2022.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.