Beacon Harbor Wealth Advisors
PFE icon

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
Q3 		$9.05M Buy
317,490
+1,209
+0.4% +$32.2K 1.72% 18
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Beacon Harbor Wealth Advisors's PFE Position: Q3 2026 in Review

Beacon Harbor Wealth Advisors increased its Pfizer (PFE) stake by 0.38% in Q3 2026, buying an estimated $32.2K and bringing the position to 317,490 shares worth $9.05M. The position accounts for 1.72% of the portfolio, ranked #18.

Beacon Harbor Wealth Advisors first reported a position in PFE in Q1 2024 and has held it in 11 quarters since. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Beacon Harbor Wealth Advisors held 317,490 shares of Pfizer worth $9.05M as of Q3 2026.
  • Beacon Harbor Wealth Advisors bought 1,209 Pfizer shares in Q3 2026, an estimated $32.2K.
  • Pfizer made up 1.72% of Beacon Harbor Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Pfizer in Q1 2024 and has held it in 11 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.