Beacon Financial Advisory
PFE icon

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
Q3 		$1.48M Buy
52,049
+2,386
+5% +$63.5K 0.28% 79
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 		$1.08M 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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Beacon Financial Advisory's PFE Position: Q3 2026 in Review

Beacon Financial Advisory increased its Pfizer (PFE) stake by 4.8% in Q3 2026, buying an estimated $63.5K and bringing the position to 52,049 shares worth $1.48M. The position accounts for 0.28% of the portfolio, ranked #79.

Beacon Financial Advisory first reported a position in PFE in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.84M in Q4 2021. 1,647 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Beacon Financial Advisory held 52,049 shares of Pfizer worth $1.48M as of Q3 2026.
  • Beacon Financial Advisory bought 2,386 Pfizer shares in Q3 2026, an estimated $63.5K.
  • Pfizer made up 0.28% of Beacon Financial Advisory's portfolio in Q3 2026, its #79 holding.
  • Beacon Financial Advisory first reported a position in Pfizer in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's Pfizer position peaked at $1.84M in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.