Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership29,837 shares
Latest Disclosed Value $ 837,823
Aries Wealth Management reports 1.97% decrease in ownership of PFE / Pfizer Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 29,837 shares of Pfizer Inc. (US:PFE) valued at $837,823 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 30,437 shares of Pfizer Inc.. This represents a change in shares of -1.97% during the quarter. The current value of the position is $756,070 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)
2026-05-14 2026-03-31 13F PFIZER COM 717081103 29,837 -600 -1.97 838 10.57 0.1842
2026-01-30 2025-12-31 13F PFIZER COM 717081103 30,437 -1,000 -3.18 758 -5.49 0.1678
2025-11-10 2025-09-30 13F PFIZER COM 717081103 31,437 1,000 3.29 801 8.68 0.1895
2025-07-28 2025-06-30 13F PFIZER COM 717081103 30,437 308 1.02 738 -3.41 0.1928
2025-04-17 2025-03-31 13F PFIZER COM 717081103 30,129 -3,090 -9.30 763 -13.39 0.2073
2025-01-30 2024-12-31 13F PFIZER COM 717081103 33,219 0 0.00 881 -8.32 0.2426
2024-10-31 2024-09-30 13F PFIZER COM 717081103 33,219 -2,496 -6.99 961 -3.80 0.2643
2024-07-25 2024-06-30 13F PFIZER COM 717081103 35,715 -431 -1.19 999 -0.40 0.3149
2024-05-03 2024-03-31 13F PFIZER COM 717081103 36,146 -175 -0.48 1,003 -4.02 0.3233
2024-01-10 2023-12-31 13F PFIZER COM 717081103 36,321 -6,234 -14.65 1,046 -26.15 0.3729
2023-10-19 2023-09-30 13F PFIZER COM 717081103 42,555 1,696 4.15 1,416 -5.54 0.5542
2023-07-14 2023-06-30 13F PFIZER COM 717081103 40,859 1,064 2.67 1,499 -7.70 0.5811
2023-04-11 2023-03-31 13F PFIZER COM 717081103 39,795 0 0.00 1,624 -20.40 0.6658
2023-01-19 2022-12-31 13F PFIZER COM 717081103 39,795 -6 -0.02 2,039 10.04 0.8789
2022-11-02 2022-09-30 13F PFIZER COM 717081103 39,801 62 0.16 1,853 -11.08 0.8201
2022-07-27 2022-06-30 13F PFIZER COM 717081103 39,739 39,739 2,084 0.9462
2022-04-23 2022-03-31 13F PFIZER COM 717081103 0 -39,739 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 PFIZER COM 717081103 39,739 0 0.00 2,347 37.33 0.8944
2022-01-18 2021-12-31 13F PFIZER COM 717081103 278,173 238,434 16,426 0.8989
2021-10-13 2021-09-30 13F PFIZER COM 717081103 39,739 0 0.00 1,709 9.83 0.7229
2021-07-14 2021-06-30 13F PFIZER COM 717081103 39,739 153 0.39 1,556 5.78 0.6656
2021-04-20 2021-03-31 13F PFIZER COM 717081103 39,586 -925 -2.28 1,471 -2.19 0.6608
2021-01-22 2020-12-31 13F PFIZER COM 717081103 40,511 10 0.02 1,504 1.21 0.7514
2020-10-14 2020-09-30 13F PFIZER COM 717081103 40,501 1,555 3.99 1,486 16.64 0.8434
2020-07-09 2020-06-30 13F PFIZER COM 717081103 38,946 676 1.77 1,274 1.27 0.7777
2020-04-09 2020-03-31 13F PFIZER COM 717081103 38,270 0 0.00 1,258 -15.46 0.9591
2020-01-13 2019-12-31 13F PFIZER COM 717081103 38,270 0 0.00 1,488 7.67 0.9083
2019-10-22 2019-09-30 13F PFIZER COM 717081103 38,270 -2,600 -6.36 1,382 -23.01 0.9192
2019-07-15 2019-06-30 13F PFIZER COM 717081103 40,870 0 0.00 1,795 3.40 1.2548
2019-04-09 2019-03-31 13F PFIZER COM 717081103 40,870 10,204 33.27 1,736 29.65 1.2980
2019-01-15 2018-12-31 13F PFIZER COM 717081103 30,666 0 0.00 1,339 -0.89 1.4199
2018-11-14 2018-09-30 13F PFIZER COM 717081103 30,666 0 0.00 1,351 10.38 1.2131
2018-08-07 2018-06-30 13F PFIZER COM 717081103 30,666 -154 -0.50 1,224 10.47 1.1315
2018-04-17 2018-03-31 13F PFIZER COM 717081103 30,820 0 0.00 1,108 -2.64 1.0735
2018-02-05 2017-12-31 13F PFIZER COM 717081103 30,820 30,820 1,138 1.0479
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.