XF
PFE icon

XML Financial’s Pfizer PFE Stock Holding History

XML Financial’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 		$2.39M Sell
99,422
-18,053
-15% -$472K 0.17% 116
2026
Q1 		$3.3M Sell
117,475
-10,368
-8% -$276K 0.27% 85
2025
Q4 		$3.18M Sell
127,843
-13,290
-9% -$335K 0.26% 84
2025
Q3 		$3.6M Sell
141,133
-6,480
-4% -$160K 0.29% 85
2025
Q2 		$3.58M Sell
147,613
-3,666
-2% -$85.5K 0.31% 82
2025
Q1 		$3.83M Sell
151,279
-6,172
-4% -$162K 0.36% 75
2024
Q4 		$4.18M Sell
157,451
-24,568
-13% -$666K 0.38% 73
2024
Q3 		$5.27M Buy
182,019
+2,690
+2% +$78.5K 0.49% 59
2024
Q2 		$5.02M Sell
179,329
-1,367
-0.8% -$37.6K 0.5% 57
2024
Q1 		$5.01M Sell
180,696
-11,253
-6% -$312K 0.51% 58
2023
Q4 		$5.53M Buy
191,949
+4,480
+2% +$135K 0.58% 52
2023
Q3 		$6.22M Buy
187,469
+925
+0.5% +$32.7K 0.75% 41
2023
Q2 		$6.84M Buy
186,544
+3,852
+2% +$150K 0.79% 38
2023
Q1 		$7.45M Buy
182,692
+3,195
+2% +$138K 0.91% 33
2022
Q4 		$9.2M Sell
179,497
-955
-0.5% -$45.8K 1.16% 21
2022
Q3 		$7.9M Buy
180,452
+152,584
+548% +$7.41M 1.1% 25
2022
Q2 		$1.46M Sell
27,868
-138,566
-83% -$7.06M 0.33% 61
2022
Q1 		$8.62M Buy
166,434
+769
+0.5% +$39.9K 1.02% 27
2021
Q4 		$9.78M Buy
165,665
+1,523
+0.9% +$75.5K 1.18% 20
2021
Q3 		$7.06M Buy
164,142
+143,349
+689% +$6.35M 0.94% 29
2021
Q2 		$814K Sell
20,793
-1,536
-7% -$59.7K 0.18% 103
2021
Q1 		$809K Buy
22,329
+239
+1% +$8.49K 0.2% 98
2020
Q4 		$813K Sell
22,090
-664
-3% -$24.4K 0.21% 94
2020
Q3 		$792K Sell
22,754
-753
-3% -$26.4K 0.25% 88
2020
Q2 		$729K Sell
23,507
-971
-4% -$33K 0.25% 81
2020
Q1 		$758K Sell
24,478
-3,109
-11% -$106K 0.33% 74
2019
Q4 		$1.02M Buy
+27,587
New +$983K 0.37% 66

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

XML Financial's PFE Position: Q2 2026 in Review

XML Financial reduced its Pfizer (PFE) stake by 15% in Q2 2026, selling an estimated $472K and leaving 99,422 shares worth $2.39M. The position accounts for 0.17% of the portfolio, ranked #116.

XML Financial first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.78M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • XML Financial held 99,422 shares of Pfizer worth $2.39M as of Q2 2026.
  • XML Financial sold 18,053 Pfizer shares in Q2 2026, an estimated $472K.
  • Pfizer made up 0.17% of XML Financial's portfolio in Q2 2026, its #116 holding.
  • XML Financial first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Pfizer position peaked at $9.78M in Q4 2021.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.