XXI Wealth LLC’s Pfizer PFE Stock Holding History

XXI Wealth LLC’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	$629K	Sell	26,134 -4,685	-15%	-$123K	0.29%	88
2026 Q1	$865K	Buy	30,819 +5,626	+22%	+$150K	0.49%	53
2025 Q4	$627K	Buy	+25,193	New	+$635K	0.38%	71

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

XXI Wealth LLC's PFE Position: Q2 2026 in Review

XXI Wealth LLC reduced its Pfizer (PFE) stake by 15% in Q2 2026, selling an estimated $123K and leaving 26,134 shares worth $629K. The position accounts for 0.29% of the portfolio, ranked #88.

XXI Wealth LLC first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $865K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

XXI Wealth LLC held 26,134 shares of Pfizer worth $629K as of Q2 2026.
XXI Wealth LLC sold 4,685 Pfizer shares in Q2 2026, an estimated $123K.
Pfizer made up 0.29% of XXI Wealth LLC's portfolio in Q2 2026, its #88 holding.
XXI Wealth LLC first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
XXI Wealth LLC's Pfizer position peaked at $865K in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.