Xcel Wealth Management’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 | $3.95M | Buy |
164,138
+16,175
| +11% | +$423K | 0.94% | 29 |
|
|
2026
Q1 | $4.15M | Sell |
147,963
-10,224
| -6% | -$272K | 1.15% | 22 |
|
|
2025
Q4 | $3.94M | Sell |
158,187
-26,595
| -14% | -$671K | 1% | 24 |
|
|
2025
Q3 | $4.71M | Sell |
184,782
-14,854
| -7% | -$367K | 1.22% | 23 |
|
|
2025
Q2 | $4.84M | Sell |
199,636
-29,641
| -13% | -$691K | 1.38% | 22 |
|
|
2025
Q1 | $5.81M | Sell |
229,277
-2,890
| -1% | -$75.6K | 1.81% | 14 |
|
|
2024
Q4 | $6.16M | Sell |
232,167
-44,544
| -16% | -$1.21M | 1.71% | 15 |
|
|
2024
Q3 | $8.01M | Buy |
276,711
+1,055
| +0.4% | +$30.8K | 2.34% | 11 |
|
|
2024
Q2 | $7.71M | Buy |
275,656
+3,021
| +1% | +$83.2K | 2.42% | 11 |
|
|
2024
Q1 | $7.57M | Buy |
272,635
+35,280
| +15% | +$979K | 2.37% | 12 |
|
|
2023
Q4 | $6.83M | Sell |
237,355
-41,125
| -15% | -$1.24M | 2.4% | 10 |
|
|
2023
Q3 | $9.24M | Sell |
278,480
-14,424
| -5% | -$510K | 3.64% | 7 |
|
|
2023
Q2 | $10.7M | Buy |
292,904
+14,831
| +5% | +$577K | 3.39% | 6 |
|
|
2023
Q1 | $11.3M | Sell |
278,073
-13,855
| -5% | -$598K | 3.99% | 5 |
|
|
2022
Q4 | $15M | Sell |
291,928
-98,969
| -25% | -$4.74M | 5.89% | 1 |
|
|
2022
Q3 | $17.1M | Sell |
390,897
-27,090
| -6% | -$1.32M | 6.37% | 1 |
|
|
2022
Q2 | $21.9M | Sell |
417,987
-33,641
| -7% | -$1.71M | 7.99% | 1 |
|
|
2022
Q1 | $23.4M | Buy |
451,628
+19,404
| +4% | +$1.01M | 6.41% | 1 |
|
|
2021
Q4 | $25.5M | Buy |
432,224
+17,411
| +4% | +$863K | 6.56% | 1 |
|
|
2021
Q3 | $17.8M | Sell |
414,813
-340
| -0.1% | -$15.1K | 5.17% | 2 |
|
|
2021
Q2 | $16.3M | Sell |
415,153
-562
| -0.1% | -$21.9K | 4.91% | 2 |
|
|
2021
Q1 | $15.1M | Buy |
415,715
+199,479
| +92% | +$7.08M | 5.37% | 2 |
|
|
2020
Q4 | $7.96M | Sell |
216,236
-15,386
| -7% | -$564K | 3.44% | 5 |
|
|
2020
Q3 | $8.06M | Buy |
231,622
+385
| +0.2% | +$13.5K | 4.15% | 3 |
|
|
2020
Q2 | $7.17M | Buy |
231,237
+50,950
| +28% | +$1.73M | 4.45% | 3 |
|
|
2020
Q1 | $5.58M | Buy |
180,287
+16,997
| +10% | +$579K | 5.03% | 2 |
|
|
2019
Q4 | $6.07M | Buy |
163,290
+6,817
| +4% | +$243K | 5.04% | 3 |
|
|
2019
Q3 | $5.33M | Buy |
156,473
+44,086
| +39% | +$1.6M | 4.94% | 3 |
|
|
2019
Q2 | $4.62M | Buy |
112,387
+1,054
| +0.9% | +$41.9K | 4.53% | 5 |
|
|
2019
Q1 | $4.49M | Sell |
111,333
-5,829
| -5% | -$233K | 4.63% | 5 |
|
|
2018
Q4 | $4.85M | Buy |
+117,162
| New | +$4.86M | 5.93% | 3 |
|
Other funds holding PFE
Xcel Wealth Management's PFE Position: Q2 2026 in Review
Xcel Wealth Management increased its Pfizer (PFE) stake by 11% in Q2 2026, buying an estimated $423K and bringing the position to 164,138 shares worth $3.95M. The position accounts for 0.94% of the portfolio, ranked #29.
Xcel Wealth Management first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $25.5M in Q4 2021. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Xcel Wealth Management held 164,138 shares of Pfizer worth $3.95M as of Q2 2026.
- Xcel Wealth Management bought 16,175 Pfizer shares in Q2 2026, an estimated $423K.
- Pfizer made up 0.94% of Xcel Wealth Management's portfolio in Q2 2026, its #29 holding.
- Xcel Wealth Management first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Xcel Wealth Management's Pfizer position peaked at $25.5M in Q4 2021.
- 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.