Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionJupiter Wealth Management LLC
Latest Disclosed Ownership50,050 shares
Latest Disclosed Value $ 1,299,298
Jupiter Wealth Management LLC ownership in PFE / Pfizer Inc.

On May 14, 2026 - Jupiter Wealth Management LLC filed a 13F-HR form disclosing ownership of 50,050 shares of Pfizer Inc. (CL:PFE) valued at $1,299,298 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 50,050 shares of Pfizer Inc.. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F Pfizer COM 717081103 50,050 0 0.00 1,299 -5.46 0.5135
2026-02-13 2025-12-31 13F Pfizer COM 717081103 50,050 17,450 53.53 1,375 65.54 0.6122
2025-11-14 2025-09-30 13F Pfizer COM 717081103 32,600 0 0.00 831 1.22 0.3925
2025-08-14 2025-06-30 13F Pfizer COM 717081103 32,600 0 0.00 820 9.48 0.4142
2025-05-20 2025-03-31 13F Pfizer COM 717081103 32,600 -39,150 -54.56 750 -60.64 0.4542
2025-02-20 2024-12-31 13F Pfizer COM 717081103 71,750 4,000 5.90 1,904 -2.91 0.9539
2024-11-04 2024-09-30 13F Pfizer COM 717081103 67,750 -3,390 -4.77 1,961 -9.76 1.0032
2024-08-12 2024-06-30 13F Pfizer COM 717081103 71,140 3,390 5.00 2,173 13.42 1.1516
2024-05-09 2024-03-31 13F Pfizer COM 717081103 67,750 10,150 17.62 1,915 15.50 1.0138
2024-02-07 2023-12-31 13F Pfizer COM 717081103 57,600 9,000 18.52 1,658 15.78 0.9753
2023-11-13 2023-09-30 13F Pfizer COM 717081103 48,600 0 0.00 1,433 -19.64 0.9287
2023-08-15 2023-06-30 13F Pfizer COM 717081103 48,600 -2,600 -5.08 1,783 -14.66 1.5307
2023-04-13 2023-03-31 13F Pfizer COM 717081103 51,200 2,600 5.35 2,089 104,300.00 1.9229
2023-02-14 2022-12-31 13F Pfizer COM 717081103 48,600 0 0.00 2 -99.91 2.4089
2022-11-14 2022-09-30 13F Pfizer COM 717081103 48,600 -41,685 -46.17 2,126 -55.08 2.1330
2022-08-15 2022-06-30 13F Pfizer COM 717081103 90,285 0 0.00 4,733 1.26 4.3129
2022-05-10 2022-03-31 13F Pfizer COM 717081103 90,285 19,685 27.88 4,674 12.14 2.9249
2022-02-09 2021-12-31 13F Pfizer COM 717081103 70,600 -11,030 -13.51 4,168 4.15 2.1624
2021-11-17 2021-09-30 13F Pfizer COM 717081103 81,630 20,000 32.45 4,002 44.11 1.8872
2021-08-09 2021-06-30 13F Pfizer COM 717081103 61,630 -21,500 -25.86 2,777 -13.44 1.3295
2021-04-30 2021-03-31 13F Pfizer COM 717081103 83,130 17,500 26.66 3,208 32.78 1.6206
2021-02-12 2020-12-31 13F Pfizer COM 717081103 65,630 -33,910 -34.07 2,416 -33.86 1.4796
2020-11-19 2020-09-30 13F Pfizer COM 717081103 99,540 -43,595 -30.46 3,653 -30.07 2.5758
2020-08-17 2020-06-30 13F PFIZER COM 717081103 143,135 130,035 992.63 5,224 959.63 2.6139
2020-05-04 2020-03-31 13F PFIZER COM 717081103 13,100 -1,000 -7.09 493 -12.74 0.2871
2020-01-17 2019-12-31 13F PFIZER COM 717081103 14,100 0 0.00 565 11.44 0.2733
2019-10-31 2019-09-30 13F PFIZER COM 717081103 14,100 0 0.00 507 -15.92 0.2708
2019-08-02 2019-06-30 13F PFIZER COM 717081103 14,100 0 0.00 603 8.65 0.2987
2019-04-22 2019-03-31 13F PFIZER COM 717081103 14,100 14,100 555 0.2673
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.