Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionApriem Advisors
Latest Disclosed Ownership58,152 shares
Latest Disclosed Value $ 1,632,899
Apriem Advisors reports 3.02% decrease in ownership of PFE / Pfizer Inc.

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 58,152 shares of Pfizer Inc. (US:PFE) valued at $1,632,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 59,964 shares of Pfizer Inc.. This represents a change in shares of -3.02% during the quarter. The current value of the position is $1,473,572 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.

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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)
2026-05-14 2026-03-31 13F PFIZER COM 717081103 58,152 -1,812 -3.02 1,633 9.31 0.1558
2026-02-13 2025-12-31 13F PFIZER COM 717081103 59,964 3,489 6.18 1,493 3.82 0.1370
2025-11-10 2025-09-30 13F PFIZER COM 717081103 56,475 -113 -0.20 1,439 4.89 0.1361
2025-08-14 2025-06-30 13F PFIZER COM 717081103 56,588 -2,078 -3.54 1,372 -7.74 0.1458
2025-05-15 2025-03-31 13F PFIZER COM 717081103 58,666 2,769 4.95 1,487 0.27 0.1742
2025-02-05 2024-12-31 13F PFIZER COM 717081103 55,897 -2,803 -4.78 1,483 -12.72 0.1699
2024-11-14 2024-09-30 13F PFIZER COM 717081103 58,700 5,626 10.60 1,699 14.34 0.1984
2024-08-14 2024-06-30 13F PFIZER COM 717081103 53,074 479 0.91 1,485 1.78 0.1818
2024-05-15 2024-03-31 13F PFIZER COM 717081103 52,595 -8,678 -14.16 1,460 -17.29 0.1834
2024-02-14 2023-12-31 13F PFIZER COM 717081103 61,273 -3,153 -4.89 1,764 -17.45 0.2357
2023-11-13 2023-09-30 13F PFIZER COM 717081103 64,426 -385 -0.59 2,137 -10.10 0.3131
2023-08-08 2023-06-30 13F PFIZER COM 717081103 64,811 -108 -0.17 2,377 -10.23 0.3565
2023-05-12 2023-03-31 13F PFIZER COM 717081103 64,919 1,053 1.65 2,649 -19.07 0.4238
2023-02-13 2022-12-31 13F PFIZER COM 717081103 63,866 -963 -1.49 3,272 15.33 0.5671
2022-11-14 2022-09-30 13F PFIZER COM 717081103 64,829 -1,673 -2.52 2,837 -18.64 0.5115
2022-08-08 2022-06-30 13F PFIZER COM 717081103 66,502 -9,870 -12.92 3,487 -11.81 0.6006
2022-05-10 2022-03-31 13F PFIZER COM 717081103 76,372 -12,139 -13.71 3,954 -24.35 0.5801
2022-02-09 2021-12-31 13F PFIZER COM 717081103 88,511 -17,301 -16.35 5,227 14.85 0.7396
2021-11-12 2021-09-30 13F PFIZER COM 717081103 105,812 106 0.10 4,551 9.95 0.6528
2021-08-10 2021-06-30 13F PFIZER COM 717081103 105,706 -1,042 -0.98 4,139 7.03 0.6175
2021-05-10 2021-03-31 13F PFIZER COM 717081103 106,748 3,783 3.67 3,867 2.03 0.5991
2021-02-04 2020-12-31 13F PFIZER COM 717081103 102,965 -13,898 -11.89 3,790 -11.63 0.6756
2020-11-10 2020-09-30 13F PFIZER COM 717081103 116,863 -2,112 -1.78 4,289 10.26 0.7873
2020-08-07 2020-06-30 13F PFIZER COM 717081103 118,975 -344 -0.29 3,890 -0.13 0.7992
2020-05-07 2020-03-31 13F PFIZER CS 717081103 119,319 -75,411 -38.73 3,895 -48.95 0.9439
2020-02-10 2019-12-31 13F PFIZER COM 717081103 194,730 -4,170 -2.10 7,630 6.77 1.4628
2019-11-12 2019-09-30 13F PFIZER COM 717081103 198,900 -5,932 -2.90 7,146 -19.46 1.5841
2019-08-14 2019-06-30 13F PFIZER COM 717081103 204,832 657 0.32 8,873 2.33 2.7794
2019-05-15 2019-03-31 13F PFIZER COM 717081103 204,175 2,008 0.99 8,671 -1.75 2.2949
2019-02-19 2018-12-31 13F PFIZER COM 717081103 202,167 13,615 7.22 8,825 6.21 3.1034
2018-11-14 2018-09-30 13F PFIZER cs 717081103 188,552 -3,447 -1.80 8,309 19.28 1.8188
2018-08-14 2018-06-30 13F PFIZER cs 717081103 191,999 -3,202 -1.64 6,966 0.55 1.5649
2018-05-11 2018-03-31 13F PFIZER cs 717081103 195,201 3,916 2.05 6,928 0.00 1.6903
2018-02-14 2017-12-31 13F PFIZER cs 717081103 191,285 2,664 1.41 6,928 2.88 1.7169
2017-11-14 2017-09-30 13F PFIZER cs 717081103 188,621 -21,148 -10.08 6,734 -4.43 1.6745
2017-08-04 2017-06-30 13F PFIZER cs 717081103 209,769 -4,494 -2.10 7,046 -3.87 1.8670
2017-05-13 2017-03-31 13F PFIZER cs 717081103 214,263 9,246 4.51 7,330 10.08 1.9910
2017-02-14 2016-12-31 13F PFIZER cs 717081103 205,017 9,004 4.59 6,659 0.30 1.9770
2016-11-14 2016-09-30 13F PFIZER cs 717081103 196,013 9,896 5.32 6,639 1.31 1.9786
2016-08-12 2016-06-30 13F PFIZER cs 717081103 186,117 -1,856 -0.99 6,553 17.61 2.1303
2016-05-13 2016-03-31 13F PFIZER cs 717081103 187,973 -5,007 -2.59 5,572 -10.55 2.1926
2016-02-09 2015-12-31 13F PFIZER cs 717081103 192,980 -1,640 -0.84 6,229 1.90 2.2201
2015-11-13 2015-09-30 13F PFIZER cs 717081103 194,620 -4,821 -2.42 6,113 -8.58 2.2615
2015-08-14 2015-06-30 13F PFIZER cs 717081103 199,441 -2,673 -1.32 6,687 -4.91 2.2968
2015-05-07 2015-03-31 13F PFIZER cs 717081103 202,114 -11,403 -5.34 7,032 5.73 2.4369
2015-02-12 2014-12-31 13F PFIZER cs 717081103 213,517 7,905 3.84 6,651 9.39 2.4502
2014-11-10 2014-09-30 13F PFIZER cs 717081103 205,612 -8,013 -3.75 6,080 -4.10 2.3225
2014-08-11 2014-06-30 13F PFIZER cs 717081103 213,625 -1,574 -0.73 6,340 -8.28 2.4207
2014-05-13 2014-03-31 13F PFIZER cs 717081103 215,199 -15,750 -6.82 6,912 -2.29 2.6145
2014-02-14 2013-12-31 13F PFIZER cs 717081103 230,949 -969 -0.42 7,074 6.18 2.7717
2013-11-06 2013-09-30 13F PFIZER cs 717081103 231,918 -10,114 -4.18 6,662 -1.73 2.8916
2013-08-15 2013-06-30 13F PFIZER cs 717081103 242,032 242,032 6,779 3.3212
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.