Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionBurney Co/
Latest Disclosed Ownership38,301 shares
Latest Disclosed Value $ 1,075,495
Burney Co/ reports 20.54% decrease in ownership of PFE / Pfizer Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 38,301 shares of Pfizer Inc. (CL:PFE) valued at $1,075,495 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 48,204 shares of Pfizer Inc.. This represents a change in shares of -20.54% 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)
2026-04-29 2026-03-31 13F PFIZER COM 717081103 38,301 -9,903 -20.54 1,075 -10.42 0.0336
2026-01-23 2025-12-31 13F PFIZER COM 717081103 48,204 -2,508 -4.95 1,200 -7.12 0.0374
2025-10-16 2025-09-30 13F PFIZER COM 717081103 50,712 -25,205 -33.20 1,292 -29.78 0.0411
2025-08-05 2025-06-30 13F PFIZER COM 717081103 75,917 -81,073 -51.64 1,840 -53.75 0.0623
2025-05-06 2025-03-31 13F PFIZER COM 717081103 156,990 13,259 9.22 3,978 4.33 0.1447
2025-01-14 2024-12-31 13F PFIZER COM 717081103 143,731 104,112 262.78 3,813 232.72 0.1347
2024-10-18 2024-09-30 13F PFIZER COM 717081103 39,619 -5,203 -11.61 1,147 -8.61 0.0408
2024-07-29 2024-06-30 13F PFIZER COM 717081103 44,822 -5,843 -11.53 1,254 -10.75 0.0479
2024-05-22 2024-03-31 13F PFIZER COM 717081103 50,665 -4,557 -8.25 1,406 -11.58 0.0536
2024-02-12 2023-12-31 13F PFIZER COM 717081103 55,222 -14,062 -20.30 1,590 -30.85 0.0669
2023-11-08 2023-09-30 13F PFIZER COM 717081103 69,284 1,816 2.69 2,298 -7.11 0.1077
2023-08-09 2023-06-30 13F PFIZER COM 717081103 67,468 -6,886 -9.26 2,475 -18.43 0.1134
2023-05-10 2023-03-31 13F PFIZER COM 717081103 74,354 -83,673 -52.95 3,034 -62.54 0.1495
2023-02-06 2022-12-31 13F PFIZER COM 717081103 158,027 -16,806 -9.61 8,097 5.83 0.4101
2022-11-15 2022-09-30 13F PFIZER COM 717081103 174,833 37 0.02 7,651 -16.52 0.4223
2022-08-12 2022-06-30 13F PFIZER COM 717081103 174,796 -1,633 -0.93 9,165 0.34 0.4822
2022-05-09 2022-03-31 13F PFIZER COM 717081103 176,429 -3,372 -1.88 9,134 -13.97 0.3749
2022-02-11 2021-12-31 13F PFIZER COM 717081103 179,801 638 0.36 10,617 37.78 0.4583
2021-11-12 2021-09-30 13F PFIZER COM 717081103 179,163 -4,251 -2.32 7,706 7.30 0.3617
2021-08-06 2021-06-30 13F PFIZER COM 717081103 183,414 -1,394 -0.75 7,182 7.26 0.3341
2021-05-13 2021-03-31 13F PFIZER COM 717081103 184,808 2,075 1.14 6,696 -0.45 0.3302
2021-02-11 2020-12-31 13F PFIZER COM 717081103 182,733 -18,848 -9.35 6,726 -9.10 0.3690
2020-12-14 2020-09-30 13F PFIZER COM 717081103 201,581 2,556 1.28 7,399 13.69 0.4584
2020-08-13 2020-06-30 13F PFIZER COM 717081103 199,025 4,733 2.44 6,508 2.62 0.4222
2020-05-13 2020-03-31 13F PFIZER COM 717081103 194,292 -6,408 -3.19 6,342 -19.34 0.4873
2020-02-14 2019-12-31 13F PFIZER COM 717081103 200,700 3,059 1.55 7,863 10.73 0.4334
2019-11-12 2019-09-30 13F PFIZER COM 717081103 197,641 -3,448 -1.71 7,101 -18.48 0.4254
2019-08-12 2019-06-30 13F PFIZER COM 717081103 201,089 7,055 3.64 8,711 5.70 0.5284
2019-05-13 2019-03-31 13F PFIZER COM 717081103 194,034 25,670 15.25 8,241 12.14 0.5107
2019-02-12 2018-12-31 13F PFIZER COM 717081103 168,364 7,765 4.84 7,349 3.83 0.5172
2018-11-13 2018-09-30 13F PFIZER COM 717081103 160,599 -8,549 -5.05 7,078 15.33 0.4214
2018-08-13 2018-06-30 13F PFIZER COM 717081103 169,148 20,027 13.43 6,137 15.97 0.3596
2018-05-08 2018-03-31 13F PFIZER COM 717081103 149,121 1,856 1.26 5,292 -0.79 0.3276
2018-02-13 2017-12-31 13F PFIZER COM 717081103 147,265 18,525 14.39 5,334 16.39 0.3014
2017-11-13 2017-09-30 13F/A-1 Pfizer COM 717081103 128,740 -6,778 -5.00 4,583 0.57 0.2976
2017-11-09 2017-09-30 13F Pfizer COM 717081103 135,518 0 4,557
2017-08-09 2017-06-30 13F Pfizer COM 717081103 135,518 -148 -0.11 4,557 -1.81 0.2984
2017-05-11 2017-03-31 13F Pfizer COM 717081103 135,666 2,236 1.68 4,641 7.08 0.3058
2017-02-07 2016-12-31 13F Pfizer COM 717081103 133,430 18,186 15.78 4,334 10.65 0.2946
2016-11-14 2016-09-30 13F Pfizer COM 717081103 115,244 76,898 200.54 3,917 190.15 0.2764
2016-08-10 2016-06-30 13F Pfizer COM 717081103 38,346 427 1.13 1,350 20.11 0.0969
2016-05-02 2016-03-31 13F Pfizer COM 717081103 37,919 1,086 2.95 1,124 -5.86 0.0818
2016-02-09 2015-12-31 13F Pfizer COM 717081103 36,833 -642 -1.71 1,194 1.44 0.0884
2015-11-03 2015-09-30 13F Pfizer COM 717081103 37,475 79 0.21 1,177 -6.14 0.0907
2015-08-10 2015-06-30 13F Pfizer COM 717081103 37,396 -2,272 -5.73 1,254 -9.13 0.0853
2015-05-12 2015-03-31 13F Pfizer COM 717081103 39,668 2,419 6.49 1,380 18.97 0.0945
2015-02-11 2014-12-31 13F PFIZER COM 717081103 37,249 -178 -0.48 1,160 4.79 0.0919
2014-11-12 2014-09-30 13F PFIZER COM 717081103 37,427 3,023 8.79 1,107 8.42 0.0949
2014-08-05 2014-06-30 13F/A-1 PFIZER COM 717081103 34,404 996 2.98 1,021 -4.85 0.0883
2014-08-04 2014-06-30 13F PFIZER COM 717081103 34,404 1,021
2014-05-07 2014-03-31 13F/A-1 PFIZER COM 717081103 33,408 -1,016 -2.95 1,073 1.80 0.0978
2014-05-06 2014-03-31 13F PPL COM 717081103 7,280 241
2014-02-03 2013-12-31 13F PFIZER COM 717081103 34,424 -12,202 -26.17 1,054 -21.28 0.1026
2013-11-04 2013-09-30 13F PFIZER COM 717081103 46,626 -1,699 -3.52 1,339 -1.11 0.1498
2013-07-22 2013-06-30 13F PFIZER COM 717081103 48,325 48,325 1,354 0.1690
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.