Beacon Investment Advisory Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $612K | Buy |
25,404
+716
| +3% | +$18.7K | 0.02% | 171 |
|
|
2026
Q1 | $693K | Sell |
24,688
-3,296
| -12% | -$87.8K | 0.03% | 162 |
|
|
2025
Q4 | $697K | Buy |
27,984
+357
| +1% | +$9K | 0.03% | 153 |
|
|
2025
Q3 | $704K | Buy |
27,627
+2,435
| +10% | +$60.1K | 0.03% | 152 |
|
|
2025
Q2 | $611K | Sell |
25,192
-4,535
| -15% | -$106K | 0.03% | 160 |
|
|
2025
Q1 | $753K | Sell |
29,727
-7,395
| -20% | -$194K | 0.04% | 142 |
|
|
2024
Q4 | $985K | Sell |
37,122
-20,047
| -35% | -$544K | 0.04% | 132 |
|
|
2024
Q3 | $1.65M | Sell |
57,169
-38,130
| -40% | -$1.11M | 0.07% | 124 |
|
|
2024
Q2 | $2.67M | Buy |
95,299
+24,732
| +35% | +$681K | 0.11% | 109 |
|
|
2024
Q1 | $1.96M | Buy |
70,567
+15,347
| +28% | +$426K | 0.08% | 118 |
|
|
2023
Q4 | $1.59M | Sell |
55,220
-127,689
| -70% | -$3.86M | 0.07% | 124 |
|
|
2023
Q3 | $6.07M | Sell |
182,909
-314
| -0.2% | -$11.1K | 0.3% | 76 |
|
|
2023
Q2 | $6.72M | Buy |
183,223
+2,092
| +1% | +$81.4K | 0.31% | 73 |
|
|
2023
Q1 | $7.39M | Buy |
181,131
+257
| +0.1% | +$11.1K | 0.36% | 66 |
|
|
2022
Q4 | $9.27M | Buy |
180,874
+2,072
| +1% | +$99.3K | 0.47% | 55 |
|
|
2022
Q3 | $7.82M | Sell |
178,802
-666
| -0.4% | -$32.4K | 0.43% | 64 |
|
|
2022
Q2 | $9.41M | Buy |
179,468
+4,281
| +2% | +$218K | 0.49% | 59 |
|
|
2022
Q1 | $9.07M | Buy |
175,187
+9,402
| +6% | +$488K | 0.39% | 69 |
|
|
2021
Q4 | $9.79M | Sell |
165,785
-1,925
| -1% | -$95.4K | 0.38% | 68 |
|
|
2021
Q3 | $7.21M | Buy |
167,710
+8,741
| +5% | +$387K | 0.3% | 77 |
|
|
2021
Q2 | $6.22M | Sell |
158,969
-3,027
| -2% | -$118K | 0.25% | 82 |
|
|
2021
Q1 | $5.87M | Sell |
161,996
-3,688
| -2% | -$131K | 0.26% | 80 |
|
|
2020
Q4 | $6.1M | Sell |
165,684
-3,975
| -2% | -$146K | 0.28% | 77 |
|
|
2020
Q3 | $5.91M | Buy |
169,659
+522
| +0.3% | +$18.3K | 0.31% | 74 |
|
|
2020
Q2 | $5.25M | Sell |
169,137
-4,212
| -2% | -$143K | 0.3% | 74 |
|
|
2020
Q1 | $5.37M | Sell |
173,349
-12,578
| -7% | -$429K | 0.38% | 67 |
|
|
2019
Q4 | $6.91M | Buy |
185,927
+15,235
| +9% | +$543K | 0.37% | 69 |
|
|
2019
Q3 | $5.82M | Sell |
170,692
-1,712
| -1% | -$62.3K | 0.58% | 49 |
|
|
2019
Q2 | $7.09M | Sell |
172,404
-15,804
| -8% | -$628K | 0.75% | 39 |
|
|
2019
Q1 | $7.58M | Sell |
188,208
-35,828
| -16% | -$1.43M | 0.8% | 40 |
|
|
2018
Q4 | $9.28M | Buy |
224,036
+5,239
| +2% | +$217K | 1.03% | 30 |
|
|
2018
Q3 | $9.15M | Sell |
218,797
-1,058
| -0.5% | -$40.7K | 0.89% | 36 |
|
|
2018
Q2 | $7.57M | Buy |
219,855
+14,783
| +7% | +$505K | 0.77% | 40 |
|
|
2018
Q1 | $6.91M | Buy |
205,072
+3,835
| +2% | +$132K | 0.71% | 41 |
|
|
2017
Q4 | $6.92M | Sell |
201,237
-47,271
| -19% | -$1.61M | 0.73% | 45 |
|
|
2017
Q3 | $8.42M | Buy |
248,508
+218,240
| +721% | +$7.01M | 0.72% | 33 |
|
|
2017
Q2 | $965K | Buy |
30,268
+4,567
| +18% | +$144K | 0.17% | 24 |
|
|
2017
Q1 | $834K | Buy |
25,701
+1,234
| +5% | +$38.9K | 0.16% | 24 |
|
|
2016
Q4 | $754K | Sell |
24,467
-252
| -1% | -$7.69K | 0.15% | 22 |
|
|
2016
Q3 | $794K | Buy |
24,719
+559
| +2% | +$18.7K | 0.17% | 19 |
|
|
2016
Q2 | $807K | Buy |
24,160
+342
| +1% | +$10.9K | 0.18% | 16 |
|
|
2016
Q1 | $670K | Buy |
23,818
+491
| +2% | +$14K | 0.14% | 18 |
|
|
2015
Q4 | $714K | Hold |
23,327
| – | – | 0.13% | 17 |
|
|
2015
Q3 | $695K | Sell |
23,327
-1,360
| -6% | -$43.6K | 0.13% | 15 |
|
|
2015
Q2 | $785K | Buy |
+24,687
| New | +$805K | 0.12% | 16 |
|
Other funds holding PFE
Beacon Investment Advisory Services's PFE Position: Q2 2026 in Review
Beacon Investment Advisory Services increased its Pfizer (PFE) stake by 2.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 25,404 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #171.
Beacon Investment Advisory Services first reported a position in PFE in Q2 2015 and has held it in 45 quarters since. The position peaked at $9.79M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Beacon Investment Advisory Services held 25,404 shares of Pfizer worth $612K as of Q2 2026.
- Beacon Investment Advisory Services bought 716 Pfizer shares in Q2 2026, an estimated $18.7K.
- Pfizer made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #171 holding.
- Beacon Investment Advisory Services first reported a position in Pfizer in Q2 2015 and has held it in 45 quarters since.
- Beacon Investment Advisory Services's Pfizer position peaked at $9.79M in Q4 2021.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.