Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership132,010 shares
Latest Disclosed Value $ 3,706,852
IHT Wealth Management, LLC reports 12.79% increase in ownership of PFE / Pfizer Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 132,010 shares of Pfizer Inc. (CL:PFE) valued at $3,706,852 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 117,040 shares of Pfizer Inc.. This represents a change in shares of 12.79% 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)
2026-05-15 2026-03-31 13F Pfizer COM 717081103 132,010 14,970 12.79 3,707 27.18 0.0858
2026-02-17 2025-12-31 13F Pfizer COM 717081103 117,040 -60,771 -34.18 2,915 -35.67 0.0708
2025-11-14 2025-09-30 13F Pfizer COM 717081103 177,811 2,103 1.20 4,530 6.36 0.1146
2025-08-14 2025-06-30 13F Pfizer COM 717081103 175,708 11,587 7.06 4,259 2.45 0.1171
2025-05-15 2025-03-31 13F Pfizer COM 717081103 164,121 3,741 2.33 4,158 -2.28 0.1298
2025-02-14 2024-12-31 13F Pfizer COM 717081103 160,380 -19,359 -10.77 4,255 -18.11 0.1373
2024-11-14 2024-09-30 13F Pfizer COM 717081103 179,739 41,302 29.83 5,196 34.13 0.1474
2024-08-14 2024-06-30 13F PFIZER COM 717081103 138,437 8,795 6.78 3,874 7.67 0.1445
2024-05-15 2024-03-31 13F Pfizer COM 717081103 129,642 30,354 30.57 3,598 25.86 0.1442
2024-02-14 2023-12-31 13F PFIZER COM 717081103 99,288 14,919 17.68 2,859 2.14 0.1274
2023-11-14 2023-09-30 13F PFIZER COM 717081103 84,369 7,800 10.19 2,799 -0.36 0.1419
2023-08-15 2023-06-30 13F PFIZER COM 717081103 76,569 -304 -0.40 2,809 -10.46 0.1463
2023-05-15 2023-03-31 13F PFIZER COM 717081103 76,873 3,140 4.26 3,136 -16.99 0.1790
2023-02-15 2022-12-31 13F PFIZER COM 717081103 73,733 3,253 4.62 3,778 22.50 0.2374
2022-11-22 2022-09-30 13F PFIZER COM 717081103 70,480 12,744 22.07 3,084 1.88 0.2344
2022-08-15 2022-06-30 13F PFIZER COM 717081103 57,736 121 0.21 3,027 1.48 0.2668
2022-05-16 2022-03-31 13F PFIZER COM 717081103 57,615 4,014 7.49 2,983 -5.75 0.2261
2022-02-14 2021-12-31 13F PFIZER COM 717081103 53,601 -1,599 -2.90 3,165 33.32 0.2333
2021-11-15 2021-09-30 13F PFIZER COM 717081103 55,200 -34,119 -38.20 2,374 -32.13 0.1932
2021-08-16 2021-06-30 13F PFIZER COM 717081103 89,319 -9,972 -10.04 3,498 -2.75 0.2218
2021-05-18 2021-03-31 13F PFIZER COM 717081103 99,291 3,089 3.21 3,597 1.58 0.2587
2021-02-17 2020-12-31 13F PFIZER COM 717081103 96,202 6,655 7.43 3,541 7.76 0.2943
2020-11-19 2020-09-30 13F PFIZER COM 717081103 89,547 32,848 57.93 3,286 77.24 0.3298
2020-08-14 2020-06-30 13F PFIZER COM 717081103 56,699 -13,049 -18.71 1,854 -18.58 0.2540
2020-05-13 2020-03-31 13F PFIZER COM 717081103 69,748 -3,977 -5.39 2,277 -21.18 0.3278
2020-02-18 2019-12-31 13F PFIZER COM 717081103 73,725 1,599 2.22 2,889 11.33 0.3421
2019-11-15 2019-09-30 13F PFIZER COM 717081103 72,126 12,291 20.54 2,595 1.68 0.3528
2019-08-12 2019-06-30 13F PFIZER COM 717081103 59,835 4,747 8.62 2,552 9.06 0.3706
2019-05-16 2019-03-31 13F PFIZER COM 717081103 55,088 6,154 12.58 2,340 9.55 0.3899
2019-02-14 2018-12-31 13F PFIZER COM 717081103 48,934 14,554 42.33 2,136 40.99 0.4112
2018-11-14 2018-09-30 13F PFIZER COM 717081103 34,380 -486 -1.39 1,515 19.76 0.3276
2018-08-13 2018-06-30 13F PFIZER COM 717081103 34,866 8,775 33.63 1,265 38.40 0.3232
2018-05-14 2018-03-31 13F PFIZER COM 717081103 26,091 -10,761 -29.20 914 -31.94 0.2454
2018-02-14 2017-12-31 13F PFIZER COM 717081103 36,852 21,765 144.26 1,343 146.42 0.3555
2017-11-14 2017-09-30 13F PFIZER COM 717081103 15,087 -4,374 -22.48 545 54,400.00 0.2320
2017-08-14 2017-06-30 13F/A-1 PFIZER COM 717081103 19,461 80 0.41 1 -99.85 0.0005
2017-08-14 2017-06-30 13F PFIZER COM 717081103 19,461 80 119
2017-05-15 2017-03-31 13F PFIZER COM 717081103 19,381 -888 -4.38 663 -0.90 0.4420
2017-02-14 2016-12-31 13F PFIZER COM 717081103 20,269 20,269 669 0.5059
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.