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Beacon Financial Advisory’s Pfizer PFE Stock Holding History

Beacon Financial Advisory’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 		$1.2M Buy
49,663
+722
+1% +$18.9K 0.24% 109
2026
Q1 		$1.37M Sell
48,941
-921
-2% -$24.5K 0.31% 76
2025
Q4 		$1.24M Sell
49,862
-3,805
-7% -$96K 0.29% 84
2025
Q3 		$1.37M Buy
53,667
+3
+0% +$74 0.32% 78
2025
Q2 		$1.3M Buy
53,664
+5,227
+11% +$122K 0.34% 78
2025
Q1 		$1.23M Buy
48,437
+7,074
+17% +$185K 0.37% 67
2024
Q4 		$1.1M Sell
41,363
-3,166
-7% -$85.9K 0.36% 73
2024
Q3 		$1.29M Sell
44,529
-583
-1% -$17K 0.44% 55
2024
Q2 		$1.26M Buy
45,112
+4,905
+12% +$135K 0.47% 50
2024
Q1 		$1.12M Buy
40,207
+11,713
+41% +$325K 0.54% 45
2023
Q4 		$820K Sell
28,494
-751
-3% -$22.7K 0.4% 73
2023
Q3 		$970K Buy
29,245
+956
+3% +$33.8K 0.54% 51
2023
Q2 		$1.04M Buy
28,289
+452
+2% +$17.6K 0.6% 46
2023
Q1 		$1.14M Buy
27,837
+902
+3% +$39K 0.72% 35
2022
Q4 		$1.38M Buy
26,935
+502
+2% +$24.1K 0.99% 20
2022
Q3 		$1.16M Sell
26,433
-4,973
-16% -$242K 0.82% 32
2022
Q2 		$1.65M Sell
31,406
-6
-0% -$306 0.94% 25
2022
Q1 		$1.63M Buy
31,412
+266
+0.9% +$13.8K 0.78% 34
2021
Q4 		$1.84M Buy
31,146
+798
+3% +$39.5K 0.85% 26
2021
Q3 		$1.3M Sell
30,348
-24
-0.1% -$1.06K 0.68% 37
2021
Q2 		$1.19M Sell
30,372
-1,153
-4% -$44.8K 0.64% 42
2021
Q1 		$1.14M Buy
31,525
+1,860
+6% +$66K 0.65% 37
2020
Q4 		$1.09M Sell
29,665
-1,214
-4% -$44.5K 0.71% 40
2020
Q3 		$1.07M Buy
30,879
+9,332
+43% +$327K 0.93% 31
2020
Q2 		$668K Sell
21,547
-13,247
-38% -$450K 0.73% 40
2020
Q1 		$1.08M Buy
34,794
+407
+1% +$13.9K 1.37% 21
2019
Q4 		$1.28M Buy
+34,387
New +$1.22M 1.09% 27

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

Beacon Financial Advisory's PFE Position: Q2 2026 in Review

Beacon Financial Advisory increased its Pfizer (PFE) stake by 1.5% in Q2 2026, buying an estimated $18.9K and bringing the position to 49,663 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #109.

Beacon Financial Advisory first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.84M in Q4 2021. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Beacon Financial Advisory held 49,663 shares of Pfizer worth $1.2M as of Q2 2026.
  • Beacon Financial Advisory bought 722 Pfizer shares in Q2 2026, an estimated $18.9K.
  • Pfizer made up 0.24% of Beacon Financial Advisory's portfolio in Q2 2026, its #109 holding.
  • Beacon Financial Advisory first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's Pfizer position peaked at $1.84M in Q4 2021.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.