Beacon Financial Strategies’s Pfizer PFE Stock Holding History

Beacon Financial Strategies’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	$186K	Hold	7,714	–	–	0.09%	51
2026 Q1	$217K	Hold	7,714	–	–	0.12%	39
2025 Q4	$192K	Sell	7,714 -206	-3%	-$5.2K	0.11%	41
2025 Q3	$202K	Buy	+7,920	New	+$195K	0.12%	40
2025 Q2	–	Sell	-7,920	Closed	-$201K	–	39
2025 Q1	$201K	Buy	+7,920	New	+$207K	0.14%	37
2024 Q1	–	Sell	-7,202	Closed	-$207K	–	34
2023 Q4	$207K	Sell	7,202 -52	-0.7%	-$1.57K	0.16%	34
2023 Q3	$241K	Buy	7,254 +52	+0.7%	+$1.84K	0.21%	31
2023 Q2	$264K	Sell	7,202 -500	-6%	-$19.5K	0.22%	34
2023 Q1	$314K	Buy	7,702 +500	+7%	+$21.6K	0.27%	29
2022 Q4	$369K	Hold	7,202	–	–	0.33%	22
2022 Q3	$315K	Hold	7,202	–	–	0.3%	26
2022 Q2	$378K	Hold	7,202	–	–	0.35%	21
2022 Q1	$373K	Hold	7,202	–	–	0.32%	22
2021 Q4	$425K	Hold	7,202	–	–	0.36%	22
2021 Q3	$310K	Sell	7,202 -212	-3%	-$9.39K	0.28%	24
2021 Q2	$290K	Buy	+7,414	New	+$288K	0.25%	27

Other funds holding PFE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

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

Beacon Financial Strategies held its Pfizer (PFE) position steady in Q2 2026 at 7,714 shares worth $186K. The position accounts for 0.09% of the portfolio, ranked #51.

Beacon Financial Strategies first reported a position in PFE in Q2 2021 and has held it in 16 quarters since. The position peaked at $425K in Q4 2021. 447 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Beacon Financial Strategies held 7,714 shares of Pfizer worth $186K as of Q2 2026.
Beacon Financial Strategies left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.09% of Beacon Financial Strategies's portfolio in Q2 2026, its #51 holding.
Beacon Financial Strategies first reported a position in Pfizer in Q2 2021 and has held it in 16 quarters since.
Beacon Financial Strategies's Pfizer position peaked at $425K in Q4 2021.
447 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.