XWM
PFE icon

Xcel Wealth Management’s Pfizer PFE Stock Holding History

Xcel 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 		$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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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. 1,179 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.
  • 1,179 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.