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Beacon Harbor Wealth Advisors’s Pfizer PFE Stock Holding History

Beacon Harbor Wealth 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 		$7.91M Buy
316,281
+13,441
+4% +$352K 1.54% 31
2026
Q1 		$8.5M Buy
302,840
+194,544
+180% +$5.18M 1.78% 21
2025
Q4 		$2.7M Sell
108,296
-136,827
-56% -$3.45M 0.6% 49
2025
Q3 		$6.25M Buy
245,123
+54,263
+28% +$1.34M 1.46% 30
2025
Q2 		$4.63M Sell
190,860
-70,393
-27% -$1.64M 1.15% 40
2025
Q1 		$6.62M Buy
261,253
+166,788
+177% +$4.36M 1.54% 31
2024
Q4 		$2.51M Sell
94,465
-141,745
-60% -$3.84M 0.58% 49
2024
Q3 		$6.84M Buy
236,210
+3,169
+1% +$92.4K 1.63% 27
2024
Q2 		$6.52M Buy
233,041
+3,754
+2% +$103K 1.7% 21
2024
Q1 		$6.36M Buy
+229,287
New +$6.36M 1.68% 25

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 Harbor Wealth Advisors's PFE Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors increased its Pfizer (PFE) stake by 4.4% in Q2 2026, buying an estimated $352K and bringing the position to 316,281 shares worth $7.91M. The position accounts for 1.54% of the portfolio, ranked #31.

Beacon Harbor Wealth Advisors first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.5M in Q1 2026. 2,836 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Beacon Harbor Wealth Advisors held 316,281 shares of Pfizer worth $7.91M as of Q2 2026.
  • Beacon Harbor Wealth Advisors bought 13,441 Pfizer shares in Q2 2026, an estimated $352K.
  • Pfizer made up 1.54% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
  • Beacon Harbor Wealth Advisors's Pfizer position peaked at $8.5M in Q1 2026.
  • 2,836 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.