Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership126,372 shares
Latest Disclosed Value $ 3,548,537
Wealthspire Advisors, LLC reports 8.63% decrease in ownership of PFE / Pfizer Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 126,372 shares of Pfizer Inc. (CL:PFE) valued at $3,548,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 138,314 shares of Pfizer Inc.. This represents a change in shares of -8.63% 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.

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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 126,372 -11,942 -8.63 3,549 3.02 0.0279
2026-02-12 2025-12-31 13F PFIZER COM 717081103 138,314 25,380 22.47 3,444 19.71 0.0274
2025-11-14 2025-09-30 13F PFIZER COM 717081103 112,934 -123,350 -52.20 2,878 -49.76 0.0150
2025-08-11 2025-06-30 13F Pfizer COM 717081103 236,284 6,620 2.88 5,727 -1.58 0.0322
2025-05-09 2025-03-31 13F PFIZER COM 717081103 229,664 103,902 82.62 5,820 74.43 0.0348
2025-02-04 2024-12-31 13F PFIZER COM 717081103 125,762 2,136 1.73 3,336 -6.74 0.0332
2024-11-13 2024-09-30 13F PFIZER COM 717081103 123,626 2,533 2.09 3,578 5.58 0.0364
2024-08-08 2024-06-30 13F PFIZER COM 717081103 121,093 -6,316 -4.96 3,388 -4.16 0.0434
2024-05-06 2024-03-31 13F PFIZER COM 717081103 127,409 -4,136 -3.14 3,536 -6.65 0.0472
2024-02-07 2023-12-31 13F PFIZER COM 717081103 131,545 -18,619 -12.40 3,787 -23.96 0.0538
2023-11-06 2023-09-30 13F PFIZER COM 717081103 150,164 26,455 21.38 4,981 9.76 0.0823
2023-08-01 2023-06-30 13F PFIZER COM 717081103 123,709 -4,600 -3.59 4,538 -13.33 0.0742
2023-05-09 2023-03-31 13F PFIZER COM 717081103 128,309 22,741 21.54 5,235 -3.22 0.0898
2023-02-14 2022-12-31 13F PFIZER COM 717081103 105,568 -9,296 -8.09 5,409 7.62 0.0984
2022-11-14 2022-09-30 13F PFIZER COM 717081103 114,864 8,438 7.93 5,026 -9.93 0.1050
2022-08-09 2022-06-30 13F PFIZER COM 717081103 106,426 18,403 20.91 5,580 22.45 0.1167
2022-05-09 2022-03-31 13F PFIZER COM 717081103 88,023 -27,630 -23.89 4,557 -33.27 0.1025
2022-02-14 2021-12-31 13F PFIZER COM 717081103 115,653 -17,115 -12.89 6,829 19.60 0.1511
2021-11-15 2021-09-30 13F PFIZER COM 717081103 132,768 18,837 16.53 5,710 27.97 0.1185
2021-08-13 2021-06-30 13F PFIZER COM 717081103 113,931 -69,436 -37.87 4,462 -32.83 0.1173
2021-05-17 2021-03-31 13F PFIZER COM 717081103 183,367 18,103 10.95 6,643 9.21 0.1577
2021-02-16 2020-12-31 13F PFIZER COM 717081103 165,264 120,732 271.11 6,083 272.28 0.1810
2020-11-16 2020-09-30 13F PFIZER COM 717081103 44,532 920 2.11 1,634 14.59 0.0971
2020-08-14 2020-06-30 13F PFIZER COM 717081103 43,612 -148,651 -77.32 1,426 -77.27 0.0993
2020-05-12 2020-03-31 13F PFIZER COM 717081103 192,263 161,602 527.06 6,275 422.48 0.2630
2020-02-14 2019-12-31 13F PFIZER COM 717081103 30,661 3,425 12.58 1,201 22.68 0.0875
2019-11-12 2019-09-30 13F PFIZER COM 717081103 27,236 13,763 102.15 979 67.64 0.0802
2019-08-13 2019-06-30 13F PFIZER COM 717081103 13,473 8,449 168.17 584 174.18 0.0509
2019-05-08 2019-03-31 13F PFIZER COM 717081103 5,024 -241 -4.58 213 -7.39 0.0198
2019-02-14 2018-12-31 13F PFIZER COM 717081103 5,265 5,265 230 0.0222
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.