Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership35,131 shares
Latest Disclosed Value $ 986,479
PDS Planning, Inc reports 5.35% increase in ownership of PFE / Pfizer Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 35,131 shares of Pfizer Inc. (CL:PFE) valued at $986,479 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 33,346 shares of Pfizer Inc.. This represents a change in shares of 5.35% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-21 2026-03-31 13F PFIZER COM 717081103 35,131 1,785 5.35 986 18.80 0.0651
2026-01-26 2025-12-31 13F PFIZER COM 717081103 33,346 1,095 3.40 830 1.10 0.0555
2025-10-21 2025-09-30 13F PFIZER COM 717081103 32,251 -1,824 -5.35 822 -0.48 0.0568
2025-07-24 2025-06-30 13F PFIZER COM 717081103 34,075 -72 -0.21 826 -4.62 0.0616
2025-04-24 2025-03-31 13F PFIZER COM 717081103 34,147 1,439 4.40 865 -0.23 0.0729
2025-02-10 2024-12-31 13F PFIZER COM 717081103 32,708 1,262 4.01 868 -4.73 0.0771
2024-10-30 2024-09-30 13F PFIZER COM 717081103 31,446 3,237 11.48 910 15.34 0.0816
2024-08-08 2024-06-30 13F PFIZER COM 717081103 28,209 3,804 15.59 789 16.54 0.0796
2024-05-01 2024-03-31 13F PFIZER COM 717081103 24,405 -1,203 -4.70 677 -8.14 0.0712
2024-02-01 2023-12-31 13F PFIZER COM 717081103 25,608 968 3.93 737 -9.79 0.0840
2023-10-23 2023-09-30 13F PFIZER COM 717081103 24,640 -2,783 -10.15 817 -18.71 0.1057
2023-07-21 2023-06-30 13F PFIZER COM 717081103 27,423 -934 -3.29 1,006 -13.06 0.1286
2023-05-02 2023-03-31 13F PFIZER COM 717081103 28,357 9,153 47.66 1,157 17.60 0.1595
2023-01-27 2022-12-31 13F PFIZER COM 717081103 19,204 586 3.15 984 20.61 0.1573
2022-11-02 2022-09-30 13F PFIZER COM 717081103 18,618 -393 -2.07 815 -18.25 0.1484
2022-07-15 2022-06-30 13F PFIZER COM 717081103 19,011 20 0.11 997 1.42 0.1804
2022-04-18 2022-03-31 13F PFIZER COM 717081103 18,991 4,888 34.66 983 18.01 0.1730
2022-01-25 2021-12-31 13F PFIZER COM 717081103 14,103 -4,489 -24.14 833 4.13 0.1594
2021-10-22 2021-09-30 13F PFIZER COM 717081103 18,592 455 2.51 800 12.68 0.1846
2021-07-26 2021-06-30 13F PFIZER COM 717081103 18,137 1,438 8.61 710 17.36 0.1729
2021-04-20 2021-03-31 13F PFIZER COM 717081103 16,699 133 0.80 605 -0.82 0.1756
2021-01-21 2020-12-31 13F PFIZER COM 717081103 16,566 1,673 11.23 610 11.52 0.2094
2020-10-19 2020-09-30 13F PFIZER COM 717081103 14,893 1,148 8.35 547 21.83 0.2228
2020-08-11 2020-06-30 13F PFIZER COM 717081103 13,745 1,122 8.89 449 8.98 0.2035
2020-04-20 2020-03-31 13F PFIZER COM 717081103 12,623 -787 -5.87 412 -21.52 0.2630
2020-02-07 2019-12-31 13F PFIZER COM 717081103 13,410 1,127 9.18 525 19.05 0.3313
2019-10-28 2019-09-30 13F PFIZER COM 717081103 12,283 3,287 36.54 441 13.08 0.3061
2019-08-14 2019-06-30 13F PFIZER COM 717081103 8,996 193 2.19 390 4.28 0.2901
2019-04-19 2019-03-31 13F PFIZER COM 717081103 8,803 370 4.39 374 1.63 0.2907
2019-02-08 2018-12-31 13F PFIZER COM 717081103 8,433 257 3.14 368 2.22 0.3162
2018-11-02 2018-09-30 13F PFIZER COM 717081103 8,176 1,794 28.11 360 55.17 0.3081
2018-07-26 2018-06-30 13F PFIZER COM 717081103 6,382 6 0.09 232 2.65 0.2288
2018-05-03 2018-03-31 13F PFIZER COM 717081103 6,376 -43 -0.67 226 -2.59 0.2283
2018-02-13 2017-12-31 13F PFIZER COM 717081103 6,419 6,419 232 0.2349
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.