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Beam Wealth Advisors’s Pfizer PFE Stock Holding History

Beam 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
Q2 		$288K Buy
11,947
+309
+3% +$8.08K 0.06% 110
2026
Q1 		$327K Sell
11,638
-16,344
-58% -$435K 0.08% 100
2025
Q4 		$697K Sell
27,982
-4,658
-14% -$117K 0.19% 84
2025
Q3 		$832K Buy
32,640
+9,965
+44% +$246K 0.23% 81
2025
Q2 		$550K Buy
22,675
+185
+0.8% +$4.31K 0.16% 90
2025
Q1 		$570K Sell
22,490
-4,954
-18% -$130K 0.19% 86
2024
Q4 		$728K Buy
27,444
+401
+1% +$10.9K 0.23% 81
2024
Q3 		$783K Buy
27,043
+7,940
+42% +$232K 0.24% 76
2024
Q2 		$535K Buy
+19,103
New +$526K 0.18% 86
2023
Q3 		– Sell
-7,703
Closed -$283K – 107
2023
Q2 		$283K Buy
7,703
+1,293
+20% +$50.3K 0.2% 80
2023
Q1 		$262K Sell
6,410
-23
-0.4% -$993 0.26% 81
2022
Q4 		$330K Sell
6,433
-164
-2% -$7.86K 0.34% 65
2022
Q3 		$289K Buy
6,597
+358
+6% +$17.4K 0.32% 76
2022
Q2 		$327K Buy
6,239
+1,300
+26% +$66.2K 0.36% 68
2022
Q1 		$256K Buy
4,939
+539
+12% +$28K 0.29% 75
2021
Q4 		$260K Sell
4,400
-4,042
-48% -$200K 0.3% 74
2021
Q3 		$363K Buy
8,442
+215
+3% +$9.53K 0.31% 93
2021
Q2 		$322K Buy
8,227
+718
+10% +$27.9K 0.28% 97
2021
Q1 		$272K Sell
7,509
-156
-2% -$5.54K 0.24% 104
2020
Q4 		$282K Sell
7,665
-3,806
-33% -$140K 0.27% 91
2020
Q3 		$399K Sell
11,471
-424
-4% -$14.9K 0.37% 81
2020
Q2 		$389K Buy
11,895
+515
+5% +$17.5K 0.39% 79
2020
Q1 		$352K Buy
11,380
+138
+1% +$4.7K 0.35% 93
2019
Q4 		$418K Buy
+11,242
New +$400K 0.39% 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

Beam Wealth Advisors's PFE Position: Q2 2026 in Review

Beam Wealth Advisors increased its Pfizer (PFE) stake by 2.7% in Q2 2026, buying an estimated $8.08K and bringing the position to 11,947 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #110.

Beam Wealth Advisors first reported a position in PFE in Q4 2019 and has held it in 24 quarters since. The position peaked at $832K in Q3 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Beam Wealth Advisors held 11,947 shares of Pfizer worth $288K as of Q2 2026.
  • Beam Wealth Advisors bought 309 Pfizer shares in Q2 2026, an estimated $8.08K.
  • Pfizer made up 0.06% of Beam Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Beam Wealth Advisors first reported a position in Pfizer in Q4 2019 and has held it in 24 quarters since.
  • Beam Wealth Advisors's Pfizer position peaked at $832K in Q3 2025.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.