Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership14,009 shares
Latest Disclosed Value $ 393,373
Acima Private Wealth, Llc ownership in PFE / Pfizer Inc.

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 14,009 shares of Pfizer Inc. (US:PFE) valued at $393,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 14,009 shares of Pfizer Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $354,988 USD.

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)
2026-04-06 2026-03-31 13F PFIZER INC COM Stock 717081103 14,009 0 0.00 393 12.93 0.1235
2026-01-15 2025-12-31 13F PFIZER INC COM Stock 717081103 14,009 -533 -3.67 349 -5.95 0.1083
2025-11-10 2025-09-30 13F PFIZER INC COM Stock 717081103 14,542 0 0.00 371 5.11 0.1160
2025-07-24 2025-06-30 13F PFIZER INC COM Stock 717081103 14,542 0 0.00 352 -4.35 0.1201
2025-05-09 2025-03-31 13F PFIZER INC COM Stock 717081103 14,542 0 0.00 368 -4.42 0.1322
2025-02-05 2024-12-31 13F PFIZER INC COM Stock 717081103 14,542 0 0.00 386 -8.33 0.1299
2024-11-12 2024-09-30 13F PFIZER INC COM Stock 717081103 14,542 0 0.00 421 3.45 0.1410
2024-07-30 2024-06-30 13F PFIZER INC COM Stock 717081103 14,542 -1,193 -7.58 407 -6.88 0.1495
2024-05-14 2024-03-31 13F PFIZER INC COM Stock 717081103 15,735 0 0.00 437 -3.75 0.1610
2024-02-29 2023-12-31 13F PFIZER INC COM Stock 717081103 15,735 0 0.00 453 -13.05 0.1769
2024-02-29 2023-09-30 13F PFIZER INC COM Stock 717081103 15,735 -141 -0.89 522 -10.48 0.2322
2024-02-29 2023-06-30 13F PFIZER INC COM Stock 717081103 15,876 -373 -2.30 582 -12.08 0.2787
2024-02-29 2023-03-31 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 663 -20.43 0.3255
2024-02-29 2022-12-31 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 833 17.02 0.4268
2024-02-29 2022-09-30 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 711 -16.45 0.3655
2024-02-29 2022-06-30 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 852 1.19 0.4252
2022-05-02 2022-03-31 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 841 -12.40 0.3884
2022-03-10 2021-12-31 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 960 37.34 0.4130
2021-11-09 2021-09-30 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 699 9.91 0.3212
2021-08-13 2021-06-30 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 636 7.98 0.2919
2021-05-14 2021-03-31 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 589 -1.51 0.2894
2021-05-14 2020-12-31 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 598 0.34 0.3097
2021-05-14 2020-09-30 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 596 12.24 0.3594
2021-05-14 2020-06-30 13F PFIZER INC COM Stock 717081103 16,249 0 0.00 531 0.19 0.3430
2020-05-01 2020-03-31 13F PFIZER INC COM Stock 717081103 16,249 -600 -3.56 530 -19.70 0.4082
2020-01-24 2019-12-31 13F PFIZER INC COM Stock 717081103 16,849 1,600 10.49 660 20.66 0.4560
2019-10-30 2019-09-30 13F PFIZER INC COM Stock 717081103 15,249 300 2.01 547 -15.59 0.4180
2019-07-23 2019-06-30 13F PFIZER INC COM Stock 717081103 14,949 0 0.00 648 2.05 0.5111
2019-05-06 2019-03-31 13F PFIZER INC COM Stock 717081103 14,949 373 2.56 635 -0.16 0.5433
2019-02-07 2018-12-31 13F PFIZER INC COM Stock 717081103 14,576 14,576 636 0.6230
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.