Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership234,859 shares
Latest Disclosed Value $ 6,594,836
Mutual Advisors, LLC reports 3.68% decrease in ownership of PFE / Pfizer Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 234,859 shares of Pfizer Inc. (CL:PFE) valued at $6,594,836 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 243,826 shares of Pfizer Inc.. This represents a change in shares of -3.68% 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)
2026-05-01 2026-03-31 13F PFIZER COM 717081103 234,859 -8,967 -3.68 6,595 8.61 0.1411
2026-02-02 2025-12-31 13F PFIZER COM 717081103 243,826 5,315 2.23 6,071 3.18 0.1301
2025-11-04 2025-09-30 13F PFIZER COM 717081103 238,511 4,970 2.13 5,884 1.64 0.1296
2025-07-28 2025-06-30 13F PFIZER COM 717081103 233,541 12,148 5.49 5,789 14.09 0.1446
2025-04-28 2025-03-31 13F PFIZER COM 717081103 221,393 20,583 10.25 5,074 -4.61 0.1452
2025-01-17 2024-12-31 13F PFIZER COM 717081103 200,810 -2,331 -1.15 5,319 -8.56 0.1540
2024-10-25 2024-09-30 13F PFIZER COM 717081103 203,141 -7,313 -3.47 5,818 -10.02 0.1701
2024-07-30 2024-06-30 13F PFIZER COM 717081103 210,454 -65,874 -23.84 6,465 -15.69 0.1952
2024-05-02 2024-03-31 13F PFIZER COM 717081103 276,328 59,742 27.58 7,668 22.98 0.2459
2024-01-12 2023-12-31 13F PFIZER COM 717081103 216,586 49,521 29.64 6,236 12.52 0.2170
2023-11-13 2023-09-30 13F PFIZER COM 717081103 167,065 12,692 8.22 5,542 -2.14 0.2161
2023-07-31 2023-06-30 13F PFIZER COM 717081103 154,373 10,621 7.39 5,662 -3.46 0.2149
2023-04-11 2023-03-31 13F PFIZER COM 717081103 143,752 8,856 6.57 5,865 -15.15 0.2406
2023-01-12 2022-12-31 13F PFIZER COM 717081103 134,896 4,212 3.22 6,912 20.86 0.3092
2022-11-03 2022-09-30 13F PFIZER COM 717081103 130,684 11,643 9.78 5,719 -8.36 0.2942
2022-08-15 2022-06-30 13F PFIZER COM 717081103 119,041 524 0.44 6,241 1.71 0.4132
2022-05-09 2022-03-31 13F PFIZER COM 717081103 118,517 -9,189 -7.20 6,136 -18.63 0.3434
2022-02-14 2021-12-31 13F PFIZER COM 717081103 127,706 2,751 2.20 7,541 40.32 0.3991
2021-11-15 2021-09-30 13F PFIZER COM 717081103 124,955 6,648 5.62 5,374 15.99 0.3180
2021-08-12 2021-06-30 13F PFIZER COM 717081103 118,307 -1,617 -1.35 4,633 6.63 0.2747
2021-05-13 2021-03-31 13F PFIZER COM 717081103 119,924 8,776 7.90 4,345 6.21 0.2973
2021-02-11 2020-12-31 13F PFIZER COM 717081103 111,148 22,983 26.07 4,091 26.42 0.3039
2020-11-13 2020-09-30 13F PFIZER COM 717081103 88,165 16,519 23.06 3,236 38.11 0.2806
2020-08-05 2020-06-30 13F PFIZER COM 717081103 71,646 6,286 9.62 2,343 9.85 0.2302
2020-05-13 2020-03-31 13F PFIZER COM 717081103 65,360 8,191 14.33 2,133 -4.78 0.2894
2020-02-11 2019-12-31 13F PFIZER COM 717081103 57,169 7,391 14.85 2,240 25.21 0.2383
2019-11-01 2019-09-30 13F PFIZER COM 717081103 49,778 -14,646 -22.73 1,789 -35.90 0.2363
2019-08-15 2019-06-30 13F PFIZER COM 717081103 64,424 17,940 38.59 2,791 41.39 0.3626
2019-05-15 2019-03-31 13F PFIZER COM 717081103 46,484 777 1.70 1,974 -1.05 0.2923
2019-02-15 2018-12-31 13F PFIZER COM 717081103 45,707 1,207 2.71 1,995 1.73 0.3931
2018-11-15 2018-09-30 13F PFIZER COM 717081103 44,500 -826 -1.82 1,961 19.28 0.2977
2018-08-15 2018-06-30 13F PFIZER COM 717081103 45,326 2,743 6.44 1,644 8.80 0.3748
2018-05-11 2018-03-31 13F PFIZER COM 717081103 42,583 13,980 48.88 1,511 45.85 0.3829
2018-02-12 2017-12-31 13F PFIZER COM 717081103 28,603 28,603 1,036 0.3912
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.