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Beaird Harris Wealth Management’s Pfizer PFE Stock Holding History

Beaird Harris Wealth Management’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 		$134K Buy
5,560
+1,663
+43% +$43.5K 0.01% 182
2026
Q1 		$109K Sell
3,897
-486
-11% -$12.9K 0.01% 180
2025
Q4 		$109K Buy
4,383
+213
+5% +$5.37K 0.01% 183
2025
Q3 		$106K Sell
4,170
-13,950
-77% -$344K 0.01% 175
2025
Q2 		$439K Buy
18,120
+13,550
+296% +$316K 0.03% 93
2025
Q1 		$116K Sell
4,570
-282
-6% -$7.38K 0.01% 156
2024
Q4 		$129K Buy
4,852
+1,100
+29% +$29.8K 0.01% 149
2024
Q3 		$109K Sell
3,752
-2,489
-40% -$72.6K 0.01% 170
2024
Q2 		$175K Sell
6,241
-56
-0.9% -$1.54K 0.02% 130
2024
Q1 		$175K Sell
6,297
-1,438
-19% -$39.9K 0.02% 126
2023
Q4 		$223K Buy
7,735
+9
+0.1% +$272 0.02% 104
2023
Q3 		$256K Buy
7,726
+641
+9% +$22.7K 0.03% 84
2023
Q2 		$260K Hold
7,085
– – 0.03% 86
2023
Q1 		$289K Sell
7,085
-478
-6% -$20.6K 0.05% 74
2022
Q4 		$388K Buy
7,563
+478
+7% +$22.9K 0.07% 62
2022
Q3 		$310K Buy
7,085
+1,614
+30% +$78.4K 0.07% 60
2022
Q2 		$287K Sell
5,471
-660
-11% -$33.6K 0.08% 57
2022
Q1 		$317K Sell
6,131
-250
-4% -$13K 0.11% 65
2021
Q4 		$377K Buy
+6,381
New +$316K 0.14% 72

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Beaird Harris Wealth Management's PFE Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Pfizer (PFE) stake by 43% in Q2 2026, buying an estimated $43.5K and bringing the position to 5,560 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #182.

Beaird Harris Wealth Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $439K in Q2 2025. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Beaird Harris Wealth Management held 5,560 shares of Pfizer worth $134K as of Q2 2026.
  • Beaird Harris Wealth Management bought 1,663 Pfizer shares in Q2 2026, an estimated $43.5K.
  • Pfizer made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Beaird Harris Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Pfizer position peaked at $439K in Q2 2025.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.