Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership147,963 shares
Latest Disclosed Value $ 4,154,793
Xcel Wealth Management, LLC reports 6.46% decrease in ownership of PFE / Pfizer Inc.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 147,963 shares of Pfizer Inc. (CL:PFE) valued at $4,154,793 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 158,187 shares of Pfizer Inc.. This represents a change in shares of -6.46% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F PFIZER COM 717081103 147,963 -10,224 -6.46 4,155 5.49 1.1492
2026-01-26 2025-12-31 13F PFIZER COM 717081103 158,187 -26,595 -14.39 3,939 -16.36 1.0019
2025-10-29 2025-09-30 13F PFIZER COM 717081103 184,782 -14,854 -7.44 4,708 -2.71 1.2238
2025-07-15 2025-06-30 13F PFIZER COM 717081103 199,636 -29,641 -12.93 4,839 -16.70 1.3773
2025-04-28 2025-03-31 13F PFIZER COM 717081103 229,277 -2,890 -1.24 5,810 -5.68 1.8104
2025-02-05 2024-12-31 13F PFIZER COM 717081103 232,167 -44,544 -16.10 6,159 -23.09 1.7069
2024-10-21 2024-09-30 13F PFIZER COM 717081103 276,711 1,055 0.38 8,008 3.84 2.3424
2024-07-23 2024-06-30 13F PFIZER COM 717081103 275,656 3,021 1.11 7,713 1.94 2.4151
2024-04-22 2024-03-31 13F PFIZER COM 717081103 272,635 35,280 14.86 7,566 10.71 2.3652
2024-01-29 2023-12-31 13F PFIZER COM 717081103 237,355 -41,125 -14.77 6,833 -26.03 2.3963
2023-10-17 2023-09-30 13F PFIZER COM 717081103 278,480 -14,424 -4.92 9,237 -14.02 3.6447
2023-07-26 2023-06-30 13F PFIZER COM 717081103 292,904 14,831 5.33 10,744 -5.31 3.3946
2023-04-26 2023-03-31 13F PFIZER COM 717081103 278,073 -13,855 -4.75 11,345 -24.15 3.9922
2023-02-15 2022-12-31 13F/A-1 PFIZER COM 717081103 291,928 -98,969 -25.32 14,958 -12.56 5.8908
2023-01-19 2022-12-31 13F PFIZER COM 717081103 291,928 -98,969 15 5.8906
2022-10-20 2022-09-30 13F PFIZER COM 717081103 390,897 -27,090 -6.48 17,106 -21.94 6.3694
2022-07-26 2022-06-30 13F PFIZER COM 717081103 417,987 -33,641 -7.45 21,915 -6.27 7.9880
2022-04-29 2022-03-31 13F PFIZER COM 717081103 451,628 19,404 4.49 23,381 -8.39 6.4116
2022-02-03 2021-12-31 13F PFIZER COM 717081103 432,224 17,411 4.20 25,523 43.06 6.5613
2021-10-21 2021-09-30 13F PFIZER COM 717081103 414,813 -340 -0.08 17,841 9.74 5.1727
2021-07-15 2021-06-30 13F PFIZER COM 717081103 415,153 -562 -0.14 16,257 7.94 4.9071
2021-04-15 2021-03-31 13F PFIZER COM 717081103 415,715 199,479 92.25 15,061 89.23 5.3715
2021-01-13 2020-12-31 13F PFIZER COM 717081103 216,236 -3,519 -1.60 7,959 -1.31 3.4350
2020-10-27 2020-09-30 13F PFIZER COM 717081103 219,755 365 0.17 8,065 12.42 4.1467
2020-07-10 2020-06-30 13F PFIZER COM 717081103 219,390 48,340 28.26 7,174 28.50 4.4503
2020-04-07 2020-03-31 13F PFIZER COM 717081103 171,050 16,126 10.41 5,583 -8.01 5.0349
2020-01-09 2019-12-31 13F PFIZER COM 717081103 154,924 6,468 4.36 6,069 13.78 5.0411
2019-11-12 2019-09-30 13F PFIZER COM 717081103 148,456 41,827 39.23 5,334 15.48 4.9393
2019-11-12 2019-06-30 13F PFIZER COM 717081103 106,629 1,000 0.95 4,619 2.96 4.5267
2019-11-12 2019-03-31 13F PFIZER COM 717081103 105,629 -5,530 -4.97 4,486 -7.54 4.6256
2019-11-12 2018-12-31 13F PFIZER COM 717081103 111,159 111,159 4,852 5.9339
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.