Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership22,161 shares
Latest Disclosed Value $ 605,213
Cornerstone Wealth Group, LLC reports 8.15% increase in ownership of PFE / Pfizer Inc.

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 22,161 shares of Pfizer Inc. (US:PFE) valued at $622,281 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 20,491 shares of Pfizer Inc.. This represents a change in shares of 8.15% during the quarter. The current value of the position is $561,560 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)
2026-04-22 2026-03-31 13F PFIZER COM 717081103 22,161 1,670 8.15 605 18.63 0.0387
2026-01-26 2025-12-31 13F PFIZER COM 717081103 20,491 132 0.65 510 -1.54 0.0349
2025-10-30 2025-09-30 13F PFIZER COM 717081103 20,359 2,480 13.87 519 19.63 0.0350
2025-07-28 2025-06-30 13F PFIZER COM 717081103 17,879 881 5.18 433 0.70 0.0325
2025-04-23 2025-03-31 13F PFIZER COM 717081103 16,998 268 1.60 431 -2.93 0.0356
2025-01-22 2024-12-31 13F PFIZER COM 717081103 16,730 -100 -0.59 444 -9.03 0.0362
2024-10-25 2024-09-30 13F PFIZER COM 717081103 16,830 299 1.81 487 5.41 0.0403
2024-07-24 2024-06-30 13F PFIZER COM 717081103 16,531 1,119 7.26 463 8.20 0.0411
2024-04-17 2024-03-31 13F PFIZER COM 717081103 15,412 6,452 72.01 428 66.15 0.0393
2024-02-13 2023-12-31 13F/A-1 PFIZER COM 717081103 8,960 399 4.66 258 -9.19 0.0370
2024-01-29 2023-12-31 13F PFIZER COM 717081103 8,960 399 258 0.0370
2023-10-18 2023-09-30 13F PFIZER COM 717081103 8,561 -686 -7.42 284 -16.52 0.0504
2023-08-02 2023-06-30 13F PFIZER COM 717081103 9,247 -122,769 -93.00 339 -93.71 0.0615
2023-04-25 2023-03-31 13F PFIZER COM 717081103 132,016 3,536 2.75 5,386 -18.18 0.9578
2023-01-25 2022-12-31 13F PFIZER COM 717081103 128,480 3,401 2.72 6,583 20.28 1.2451
2022-10-19 2022-09-30 13F PFIZER COM 717081103 125,079 116,125 1,296.91 5,473 1,066.95 1.2084
2022-07-20 2022-06-30 13F PFIZER COM 717081103 8,954 -9 -0.10 469 1.08 0.0981
2022-04-25 2022-03-31 13F PFIZER COM 717081103 8,963 -2,664 -22.91 464 -32.46 0.0852
2022-01-25 2021-12-31 13F PFIZER COM 717081103 11,627 914 8.53 687 49.02 0.1176
2021-10-29 2021-09-30 13F PFIZER COM 717081103 10,713 580 5.72 461 13.27 0.0814
2021-07-21 2021-06-30 13F PFIZER COM 717081103 10,133 -66 -0.65 407 0.99 0.0830
2021-04-26 2021-03-31 13F PFIZER COM 717081103 10,199 -65,423 -86.51 403 -85.52 0.0819
2021-01-28 2020-12-31 13F PFIZER COM 717081103 75,622 -1,028 -1.34 2,784 -1.03 0.6841
2020-10-27 2020-09-30 13F PFIZER COM 717081103 76,650 68,482 838.42 2,813 953.56 0.7689
2020-07-27 2020-06-30 13F PFIZER COM 717081103 8,168 -207 -2.47 267 -2.20 0.0670
2020-05-06 2020-03-31 13F PFIZER COM 717081103 8,375 -321 -3.69 273 -19.94 0.0962
2020-01-28 2019-12-31 13F PFIZER COM 717081103 8,696 439 5.32 341 14.81 0.0922
2019-11-05 2019-09-30 13F PFIZER COM 717081103 8,257 -37,425 -81.93 297 -84.99 0.0745
2019-08-08 2019-06-30 13F PFIZER COM 717081103 45,682 -6,594 -12.61 1,979 -10.86 0.5335
2019-05-02 2019-03-31 13F PFIZER COM 717081103 52,276 52,276 2,220 0.5576
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.