Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership178,950 shares
Latest Disclosed Value $ 5,024,906
Sowell Financial Services LLC reports 4.39% decrease in ownership of PFE / Pfizer Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 178,950 shares of Pfizer Inc. (CL:PFE) valued at $5,024,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 187,170 shares of Pfizer Inc.. This represents a change in shares of -4.39% 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)
2026-04-20 2026-03-31 13F PFIZER COM 717081103 178,950 -8,220 -4.39 5,025 7.81 0.1858
2026-01-21 2025-12-31 13F PFIZER COM 717081103 187,170 5,747 3.17 4,661 0.82 0.1712
2025-10-17 2025-09-30 13F PFIZER COM 717081103 181,423 -15,911 -8.06 4,623 -3.37 0.1774
2025-07-14 2025-06-30 13F PFIZER COM 717081103 197,334 19,278 10.83 4,783 6.03 0.1948
2025-04-17 2025-03-31 13F PFIZER COM 717081103 178,056 -2,303 -1.28 4,512 -5.71 0.2053
2025-02-07 2024-12-31 13F PFIZER COM 717081103 180,359 4,581 2.61 4,785 -5.96 0.2516
2024-10-04 2024-09-30 13F PFIZER COM 717081103 175,778 -5,128 -2.83 5,087 0.49 0.2363
2024-08-13 2024-06-30 13F PFIZER COM 717081103 180,906 -3,149 -1.71 5,062 -0.90 0.2417
2024-05-03 2024-03-31 13F PFIZER COM 717081103 184,055 -8,650 -4.49 5,108 -7.93 0.2409
2024-01-24 2023-12-31 13F PFIZER COM 717081103 192,705 9,257 5.05 5,548 -8.82 0.3005
2023-11-08 2023-09-30 13F PFIZER COM 717081103 183,448 9,713 5.59 6,085 -4.50 0.3819
2023-08-14 2023-06-30 13F PFIZER COM 717081103 173,735 33,836 24.19 6,372 127,340.00 0.3552
2023-05-12 2023-03-31 13F PFIZER STOCK 717081103 139,899 -61,247 -30.45 6 -50.00 0.4404
2023-02-09 2022-12-31 13F Pfizer Stock 717081103 201,146 27,350 15.74 10 -99.87 0.6672
2022-11-15 2022-09-30 13F Pfizer Stock 717081103 173,796 6,618 3.96 7,605 -13.23 0.7668
2022-08-15 2022-06-30 13F PFIZER Stock 717081103 167,178 135,619 429.73 8,765 439.38 0.8101
2022-05-13 2022-03-31 13F PFIZER Stock 717081103 31,559 -88,253 -73.66 1,625 -77.03 0.2839
2022-02-09 2021-12-31 13F PFIZER INC COM Stock 717081103 119,812 -50,233 -29.54 7,075 -3.27 0.4057
2021-11-04 2021-09-30 13F PFIZER INC COM Stock 717081103 170,045 -12,825 -7.01 7,314 2.14 0.4939
2021-08-05 2021-06-30 13F PFIZER INC COM Stock 717081103 182,870 -153,398 -45.62 7,161 -45.66 0.4744
2021-05-07 2021-03-31 13F PFIZER INC COM Stock 717081103 336,268 27,175 8.79 13,178 15.82 0.4587
2021-01-13 2020-12-31 13F PFIZER INC COM COM 717081103 309,093 15,071 5.13 11,378 5.44 0.4861
2020-11-12 2020-09-30 13F PFIZER INC COM COM 717081103 294,022 3,728 1.28 10,791 13.67 0.5390
2020-08-13 2020-06-30 13F PFIZER INC COM Stock 717081103 290,294 4,135 1.45 9,493 1.64 0.5217
2020-05-12 2020-03-31 13F PFIZER INC COM Stock 717081103 286,159 23,798 9.07 9,340 -9.14 0.6912
2020-02-07 2019-12-31 13F PFIZER INC COM Stock 717081103 262,361 8,311 3.27 10,279 12.61 0.7833
2019-11-14 2019-09-30 13F PFIZER INC COM COM 717081103 254,050 30,864 13.83 9,128 -3.70 0.7542
2019-05-15 2019-03-31 13F PFIZER INC COM Stock 717081103 223,186 8,614 4.01 9,479 1.21 1.0582
2019-03-05 2018-12-31 13F PFIZER COM 717081103 214,572 5,201 2.48 9,366 1.51 1.3266
2018-11-13 2018-09-30 13F PFIZER COM 717081103 209,371 209,371 9,227 1.3395
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.