BIA
PFE icon

Beacon Investment Advisors’s Pfizer PFE Stock Holding History

Beacon Investment 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 		$369K Sell
15,327
-2,415
-14% -$63.2K 0.12% 140
2026
Q1 		$498K Sell
17,742
-175
-1% -$4.66K 0.19% 106
2025
Q4 		$446K Buy
17,917
+25
+0.1% +$630 0.18% 109
2025
Q3 		$456K Buy
17,892
+873
+5% +$21.5K 0.19% 110
2025
Q2 		$412K Buy
17,019
+53
+0.3% +$1.24K 0.18% 113
2025
Q1 		$430K Sell
16,966
-445
-3% -$11.6K 0.2% 110
2024
Q4 		$462K Sell
17,411
-1,009
-5% -$27.4K 0.22% 105
2024
Q3 		$533K Sell
18,420
-151
-0.8% -$4.41K 0.25% 99
2024
Q2 		$520K Buy
18,571
+7,351
+66% +$202K 0.27% 93
2024
Q1 		$311K Sell
11,220
-467
-4% -$13K 0.18% 105
2023
Q4 		$336K Sell
11,687
-52
-0.4% -$1.57K 0.21% 100
2023
Q3 		$389K Buy
11,739
+142
+1% +$5.02K 0.28% 88
2023
Q2 		$425K Buy
11,597
+174
+2% +$6.77K 0.29% 88
2023
Q1 		$466K Buy
+11,423
New +$493K 0.34% 84

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 Investment Advisors's PFE Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $63.2K and leaving 15,327 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #140.

Beacon Investment Advisors first reported a position in PFE in Q1 2023 and has held it in 14 quarters since. The position peaked at $533K in Q3 2024. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Beacon Investment Advisors held 15,327 shares of Pfizer worth $369K as of Q2 2026.
  • Beacon Investment Advisors sold 2,415 Pfizer shares in Q2 2026, an estimated $63.2K.
  • Pfizer made up 0.12% of Beacon Investment Advisors's portfolio in Q2 2026, its #140 holding.
  • Beacon Investment Advisors first reported a position in Pfizer in Q1 2023 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Pfizer position peaked at $533K in Q3 2024.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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