Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership57,638 shares
Latest Disclosed Value $ 1,618,475
MONECO Advisors, LLC reports 5.36% increase in ownership of PFE / Pfizer Inc.

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 57,638 shares of Pfizer Inc. (CL:PFE) valued at $1,618,475 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 54,707 shares of Pfizer Inc.. This represents a change in shares of 5.36% 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)
2026-05-07 2026-03-31 13F PFIZER COM 717081103 57,638 2,931 5.36 1,618 18.80 0.1255
2026-02-04 2025-12-31 13F PFIZER COM 717081103 54,707 6,188 12.75 1,362 10.19 0.1081
2025-11-05 2025-09-30 13F PFIZER COM 717081103 48,519 13,515 38.61 1,236 45.75 0.1032
2025-08-13 2025-06-30 13F PFIZER COM 717081103 35,004 7,969 29.48 849 23.80 0.0790
2025-08-15 2025-03-31 13F/A-1 PFIZER COM 717081103 27,035 3,198 13.42 685 8.39 0.0709
2025-05-08 2025-03-31 13F PFIZER COM 717081103 29,485 3,308 747 0.0768
2025-08-15 2024-12-31 13F/A-1 PFIZER COM 717081103 23,837 81 0.34 632 -8.01 0.0667
2025-02-04 2024-12-31 13F PFIZER COM 717081103 26,177 2,421 694 0.0732
2024-10-25 2024-09-30 13F PFIZER COM 717081103 23,756 -6,788 -22.22 687 -19.56 0.0856
2024-07-19 2024-06-30 13F PFIZER COM 717081103 30,544 -852 -2.71 855 -1.95 0.1256
2024-07-19 2024-03-31 13F/A-1 PFIZER COM 717081103 31,396 1,149 3.80 871 0.11 0.1383
2024-04-25 2024-03-31 13F PFIZER COM 717081103 31,396 1,149 871 0.1411
2024-03-13 2023-12-31 13F/A-1 PFIZER COM 717081103 30,247 7,862 35.12 871 17.25 0.1659
2024-02-05 2023-12-31 13F PFIZER COM 717081103 30,400 8,047 875 0.1667
2024-03-13 2023-09-30 13F/A-1 PFIZER COM 717081103 22,385 1,705 8.24 742 -2.11 0.2015
2023-11-06 2023-09-30 13F PFIZER COM 717081103 22,353 1,706 741 0.2064
2024-03-13 2023-06-30 13F/A-1 PFIZER COM 717081103 20,680 -343 -1.63 759 -11.55 0.2064
2023-08-03 2023-06-30 13F PFIZER COM 717081103 20,647 -376 757 0.2079
2023-05-12 2023-03-31 13F PFIZER COM 717081103 21,023 3,024 16.80 858 -7.05 0.2523
2023-01-30 2022-12-31 13F PFIZER COM 717081103 17,999 406 2.31 922 19.74 0.3333
2022-11-02 2022-09-30 13F PFIZER COM 717081103 17,593 76 0.43 770 -16.12 0.3081
2022-08-10 2022-06-30 13F PFIZER COM 717081103 17,517 3,083 21.36 918 22.89 0.3563
2022-05-09 2022-03-31 13F PFIZER COM 717081103 14,434 -178 -1.22 747 -4.23 0.2744
2022-02-08 2021-12-31 13F PFIZER COM 717081103 14,612 871 6.34 780 31.98 0.2931
2021-11-03 2021-09-30 13F PFIZER COM 717081103 13,741 347 2.59 591 12.57 0.2332
2021-08-10 2021-06-30 13F PFIZER COM 717081103 13,394 643 5.04 525 13.64 0.2416
2021-05-17 2021-03-31 13F PFIZER COM 717081103 12,751 -360 -2.75 462 -4.35 0.2246
2021-01-22 2020-12-31 13F PFIZER COM 717081103 13,111 2,340 21.73 483 22.28 0.2666
2020-10-20 2020-09-30 13F PFIZER COM 717081103 10,771 1,483 15.97 395 29.93 0.2518
2020-07-31 2020-06-30 13F PFIZER COM 717081103 9,288 415 4.68 304 4.83 0.2380
2020-05-11 2020-03-31 13F PFIZER COM 717081103 8,873 1,297 17.12 290 -5.54 0.2967
2020-01-21 2019-12-31 13F PFIZER COM 717081103 7,576 562 8.01 307 21.83 0.2184
2019-10-31 2019-09-30 13F PFIZER COM 717081103 7,014 -3 -0.04 252 -17.11 0.1959
2019-07-24 2019-06-30 13F PFIZER COM 717081103 7,017 -200 -2.77 304 -0.98 0.2444
2019-04-26 2019-03-31 13F PFIZER COM 717081103 7,217 187 2.66 307 0.00 0.2485
2019-02-14 2018-12-31 13F PFIZER COM 717081103 7,030 7,030 307 0.3572
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.