Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership70,794 shares
Latest Disclosed Value $ 1,905,785
Plancorp, LLC reports 14.27% decrease in ownership of PFE / Pfizer Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 70,794 shares of Pfizer Inc. (CL:PFE) valued at $1,905,785 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 82,575 shares of Pfizer Inc.. This represents a change in shares of -14.27% 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)
2026-04-14 2026-03-31 13F PFIZER COM 717081103 70,794 -11,781 -14.27 1,906 -7.34 0.0542
2026-02-05 2025-12-31 13F PFIZER COM 717081103 82,575 -19,191 -18.86 2,056 -20.71 0.0622
2025-10-15 2025-09-30 13F PFIZER COM 717081103 101,766 365 0.36 2,593 5.54 0.0813
2025-07-16 2025-06-30 13F PFIZER COM 717081103 101,401 -3,954 -3.75 2,458 -7.94 0.0851
2025-05-15 2025-03-31 13F PFIZER COM 717081103 105,355 7,374 7.53 2,670 2.69 0.1058
2025-02-11 2024-12-31 13F PFIZER COM 717081103 97,981 2,968 3.12 2,599 -5.46 0.1068
2024-11-12 2024-09-30 13F PFIZER COM 717081103 95,013 2,314 2.50 2,750 6.02 0.1122
2024-08-09 2024-06-30 13F PFIZER COM 717081103 92,699 -101 -0.11 2,594 0.70 0.1124
2024-05-15 2024-03-31 13F PFIZER COM 717081103 92,800 1,559 1.71 2,575 -1.94 0.1118
2024-02-09 2023-12-31 13F PFIZER COM 717081103 91,241 -1,499 -1.62 2,627 -14.63 0.1259
2023-11-08 2023-09-30 13F PFIZER COM 717081103 92,740 1,629 1.79 3,076 -7.93 0.1646
2023-07-26 2023-06-30 13F PFIZER COM 717081103 91,111 -66,553 -42.21 3,342 -48.06 0.1802
2023-05-11 2023-03-31 13F PFIZER COM 717081103 157,664 -682 -0.43 6,433 -20.72 0.3616
2023-02-14 2022-12-31 13F PFIZER COM 717081103 158,346 2,001 1.28 8,114 18.58 0.4786
2022-11-10 2022-09-30 13F PFIZER COM 717081103 156,345 120,205 332.61 6,842 261.06 0.4564
2022-08-04 2022-06-30 13F PFIZER COM 717081103 36,140 2,676 8.00 1,895 9.41 0.1194
2022-05-13 2022-03-31 13F PFIZER COM 717081103 33,464 -638 -1.87 1,732 -14.00 0.1126
2022-02-11 2021-12-31 13F PFIZER COM 717081103 34,102 1,192 3.62 2,014 42.33 0.1277
2021-11-15 2021-09-30 13F PFIZER COM 717081103 32,910 -33 -0.10 1,415 9.69 0.0978
2021-08-13 2021-06-30 13F PFIZER COM 717081103 32,943 1,021 3.20 1,290 11.50 0.1012
2021-05-14 2021-03-31 13F PFIZER COM 717081103 31,922 -1,703 -5.06 1,157 -6.54 0.2549
2021-02-09 2020-12-31 13F PFIZER COM 717081103 33,625 7,730 29.85 1,238 30.32 0.3050
2020-11-16 2020-09-30 13F PFIZER COM 717081103 25,895 -4,774 -15.57 950 -5.28 0.2884
2020-08-11 2020-06-30 13F PFIZER COM 717081103 30,669 -935 -2.96 1,003 -2.81 0.3022
2020-05-14 2020-03-31 13F PFIZER COM 717081103 31,604 905 2.95 1,032 -14.21 0.3994
2020-02-03 2019-12-31 13F PFIZER COM 717081103 30,699 1,946 6.77 1,203 16.46 0.3686
2019-11-12 2019-09-30 13F PFIZER COM 717081103 28,753 9,429 48.79 1,033 23.42 0.3942
2019-08-13 2019-06-30 13F PFIZER COM 717081103 19,324 -17,555 -47.60 837 -46.55 0.3315
2019-05-14 2019-03-31 13F PFIZER COM 717081103 36,879 2,173 6.26 1,566 3.37 0.5931
2019-02-14 2018-12-31 13F PFIZER COM 717081103 34,706 245 0.71 1,515 -0.26 0.6875
2018-11-13 2018-09-30 13F PFIZER COM 717081103 34,461 358 1.05 1,519 22.80 0.5979
2018-08-14 2018-06-30 13F PFIZER COM 717081103 34,103 61 0.18 1,237 2.40 0.4942
2018-04-16 2018-03-31 13F PFIZER COM 717081103 34,042 -231 -0.67 1,208 -2.58 0.3862
2018-01-19 2017-12-31 13F PFIZER COM 717081103 34,273 1,961 6.07 1,240 7.64 0.4045
2017-10-11 2017-09-30 13F PFIZER COM 717081103 32,312 -27,383 -45.87 1,152 -42.51 0.3403
2017-07-25 2017-06-30 13F PFIZER COM 717081103 59,695 -331 -0.55 2,004 -2.43 0.5953
2017-05-12 2017-03-31 13F PFIZER COM 717081103 60,026 -62 -0.10 2,054 5.17 0.5994
2017-02-14 2016-12-31 13F PFIZER COM 717081103 60,088 26,491 78.85 1,953 71.62 0.5562
2016-11-08 2016-09-30 13F PFIZER COM 717081103 33,597 18,113 116.98 1,138 108.81 0.7235
2016-08-04 2016-06-30 13F PFIZER COM 717081103 15,484 15,484 0.00 545 0.4836
2016-05-16 2016-03-31 13F PFIZER COM 717081103 0 -15,484 -100.00 0 -100.00
2016-02-09 2015-12-31 13F PFIZER COM 717081103 15,484 0 0.00 500 2.88 0.5974
2015-11-13 2015-09-30 13F PFIZER COM 717081103 15,484 15,484 0.00 486 0.4405
2015-08-14 2015-06-30 13F PFIZER COM 717081103 0 -16,539 -100.00 0 -100.00
2015-05-14 2015-03-31 13F PFIZER COM 717081103 16,539 16,539 0.00 575 0.5723
2015-02-06 2014-12-31 13F PFIZER COM 717081103 0 -8,342 -100.00 0 -100.00
2014-11-12 2014-09-30 13F PFIZER COM 717081103 8,342 -3,369 -28.77 246 -34.40 0.2586
2014-05-08 2014-03-31 13F PFIZER COM 717081103 11,711 879 8.11 375 13.29 0.2545
2014-02-11 2013-12-31 13F PFIZER COM 717081103 10,832 10,832 331 0.2904
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.