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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
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 $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 $336B AUM 34.66% 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 $315B AUM 27.84% 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 Harbor Wealth Advisors's PFE Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors increased its Pfizer (PFE) stake by 180% in Q1 2026, buying an estimated $5.18M and bringing the position to 302,840 shares worth $8.5M. The position accounts for 1.78% of the portfolio, ranked #21.

Beacon Harbor Wealth Advisors first reported a position in PFE in Q1 2024 and has held it in 9 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Beacon Harbor Wealth Advisors held 302,840 shares of Pfizer worth $8.5M as of Q1 2026.
  • Beacon Harbor Wealth Advisors bought 194,544 Pfizer shares in Q1 2026, an estimated $5.18M.
  • Pfizer made up 1.78% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Pfizer in Q1 2024 and has held it in 9 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.