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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Beacon Investment Advisors's PFE Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Pfizer (PFE) stake by 0.98% in Q1 2026, selling an estimated $4.66K and leaving 17,742 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #106.

Beacon Investment Advisors first reported a position in PFE in Q1 2023 and has held it in 13 quarters since. The position peaked at $533K in Q3 2024. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Beacon Investment Advisors held 17,742 shares of Pfizer worth $498K as of Q1 2026.
Beacon Investment Advisors sold 175 Pfizer shares in Q1 2026, an estimated $4.66K.
Pfizer made up 0.19% of Beacon Investment Advisors's portfolio in Q1 2026, its #106 holding.
Beacon Investment Advisors first reported a position in Pfizer in Q1 2023 and has held it in 13 quarters since.
Beacon Investment Advisors's Pfizer position peaked at $533K in Q3 2024.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.