XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overview All 13F holders of PFE Full Q2 2026 holdings

Shares (Q2 2026): 99,422
Value: $2.39M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PFE by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	99,422	$2.39M	0.2%	−18,053−15.4%	Reduced	Holders
Q1 2026	117,475	$3.30M	0.3%	−10,368−8.1%	Reduced	Holders
Q4 2025	127,843	$3.18M	0.3%	−13,290−9.4%	Reduced	Holders
Q3 2025	141,133	$3.60M	0.3%	−6,480−4.4%	Reduced	Holders
Q2 2025	147,613	$3.58M	0.3%	−3,666−2.4%	Reduced	Holders
Q1 2025	151,279	$3.83M	0.4%	−6,172−3.9%	Reduced	Holders
Q4 2024	157,451	$4.18M	0.4%	−24,568−13.5%	Reduced	Holders
Q3 2024	182,019	$5.27M	0.5%	+2,690+1.5%	Added	Holders
Q2 2024	179,329	$5.02M	0.5%	−1,367−0.8%	Reduced	Holders
Q1 2024	180,696	$5.01M	0.5%	−11,253−5.9%	Reduced	Holders
Q4 2023	191,949	$5.53M	0.6%	+4,480+2.4%	Added	Holders
Q3 2023	187,469	$6.22M	0.7%	+925+0.5%	Added	Holders
Q2 2023	186,544	$6.84M	0.8%	+3,852+2.1%	Added	Holders
Q1 2023	182,692	$7.45M	0.9%	+3,195+1.8%	Added	Holders
Q4 2022	179,497	$9.20M	1.2%	−955−0.5%	Reduced	Holders
Q3 2022	180,452	$7.90M	1.1%	+152,584+547.5%	Added	Holders
Q2 2022	27,868	$1.46M	0.3%	−138,566−83.3%	Reduced	Holders
Q1 2022	166,434	$8.62M	1.0%	+769+0.5%	Added	Holders
Q4 2021	165,665	$9.78M	1.2%	+1,523+0.9%	Added	Holders
Q3 2021	164,142	$7.06M	0.9%	+143,349+689.4%	Added	Holders
Q2 2021	20,793	$814.0K	0.2%	−1,536−6.9%	Reduced	Holders
Q1 2021	22,329	$809.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.