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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
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 $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

Beacon Financial Advisory's PFE Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Pfizer (PFE) stake by 1.8% in Q1 2026, selling an estimated $24.5K and leaving 48,941 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #76.

Beacon Financial Advisory first reported a position in PFE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.84M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Beacon Financial Advisory held 48,941 shares of Pfizer worth $1.37M as of Q1 2026.
  • Beacon Financial Advisory sold 921 Pfizer shares in Q1 2026, an estimated $24.5K.
  • Pfizer made up 0.31% of Beacon Financial Advisory's portfolio in Q1 2026, its #76 holding.
  • Beacon Financial Advisory first reported a position in Pfizer in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Pfizer position peaked at $1.84M in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.