Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership128,812 shares
Latest Disclosed Value $ 3,617,046
Richard C. Young & CO., LTD. reports 34.63% decrease in ownership of PFE / Pfizer Inc.

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 128,812 shares of Pfizer Inc. (CL:PFE) valued at $3,617,046 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 197,058 shares of Pfizer Inc.. This represents a change in shares of -34.63% 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)
2026-05-07 2026-03-31 13F Pfizer COM 717081103 128,812 -68,246 -34.63 3,617 -26.27 0.2996
2026-01-29 2025-12-31 13F Pfizer COM 717081103 197,058 -249,359 -55.86 4,907 -56.87 0.4396
2025-11-12 2025-09-30 13F Pfizer COM 717081103 446,417 2,741 0.62 11,375 5.77 1.0565
2025-08-07 2025-06-30 13F Pfizer COM 717081103 443,676 10,035 2.31 10,755 -2.13 1.0626
2025-05-02 2025-03-31 13F Pfizer COM 717081103 433,641 676 0.16 10,988 -4.34 1.1805
2025-01-28 2024-12-31 13F Pfizer COM 717081103 432,965 -19,042 -4.21 11,487 -12.19 1.2514
2024-11-07 2024-09-30 13F Pfizer COM 717081103 452,007 12,818 2.92 13,081 6.45 1.4287
2024-08-08 2024-06-30 13F Pfizer COM 717081103 439,189 21,683 5.19 12,289 6.07 1.4938
2024-05-08 2024-03-31 13F Pfizer COM 717081103 417,506 224,125 115.90 11,586 108.10 1.4546
2024-02-12 2023-12-31 13F Pfizer COM 717081103 193,381 -198,456 -50.65 5,567 -57.17 0.7463
2023-11-13 2023-09-30 13F Pfizer COM 717081103 391,837 2,125 0.55 12,997 -9.07 1.8505
2023-08-08 2023-06-30 13F Pfizer COM 717081103 389,712 7,941 2.08 14,295 -8.23 1.9635
2023-05-12 2023-03-31 13F Pfizer COM 717081103 381,771 -1,838 -0.48 15,576 -20.76 2.1450
2023-02-10 2022-12-31 13F Pfizer COM 717081103 383,609 -1,504 -0.39 19,656 16.63 2.6164
2022-11-10 2022-09-30 13F Pfizer COM 717081103 385,113 342 0.09 16,853 -16.46 2.5776
2022-08-03 2022-06-30 13F Pfizer COM 717081103 384,771 4,676 1.23 20,174 2.52 2.6144
2022-05-06 2022-03-31 13F Pfizer COM 717081103 380,095 -7,076 -1.83 19,678 -13.93 2.5133
2022-02-11 2021-12-31 13F Pfizer COM 717081103 387,171 5,662 1.48 22,862 39.33 2.8817
2021-11-10 2021-09-30 13F Pfizer COM 717081103 381,509 -1,529 -0.40 16,409 9.39 2.2527
2021-08-11 2021-06-30 13F Pfizer COM 717081103 383,038 10,839 2.91 15,000 11.23 1.9063
2021-05-13 2021-03-31 13F Pfizer COM 717081103 372,199 25,047 7.21 13,485 5.52 1.7911
2021-02-12 2020-12-31 13F Pfizer COM 717081103 347,152 13,468 4.04 12,779 4.35 1.9455
2020-11-12 2020-09-30 13F Pfizer COM 717081103 333,684 116,241 53.46 12,246 72.24 1.9736
2020-08-13 2020-06-30 13F Pfizer COM 717081103 217,443 -775 -0.36 7,110 -0.18 1.1842
2020-05-11 2020-03-31 13F Pfizer COM 717081103 218,218 21,380 10.86 7,123 -7.64 1.3809
2020-02-12 2019-12-31 13F Pfizer COM 717081103 196,838 102,575 108.82 7,712 127.69 1.2848
2019-10-29 2019-09-30 13F Pfizer COM 717081103 94,263 -101,918 -51.95 3,387 -60.15 0.6089
2019-08-06 2019-06-30 13F Pfizer COM 717081103 196,181 2,417 1.25 8,499 3.28 1.6110
2019-05-09 2019-03-31 13F Pfizer COM 717081103 193,764 193,764 8,229 1.5708
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.