Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership120,712 shares
Latest Disclosed Value $ 3,389,581
First Foundation Advisors reports 0.32% increase in ownership of PFE / Pfizer Inc.

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 120,712 shares of Pfizer Inc. (US:PFE) valued at $3,389,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 120,327 shares of Pfizer Inc.. This represents a change in shares of 0.32% during the quarter. The current value of the position is $3,058,842 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)
2026-05-04 2026-03-31 13F PFIZER COM 717081103 120,712 385 0.32 3,390 13.12 0.1228
2026-02-04 2025-12-31 13F PFIZER COM 717081103 120,327 -57,190 -32.22 2,996 -33.76 0.1129
2025-11-17 2025-09-30 13F PFIZER COM 717081103 177,517 -252 -0.14 4,523 4.97 0.1672
2025-08-14 2025-06-30 13F PFIZER COM 717081103 177,769 -7,066 -3.82 4,309 -7.99 0.1597
2025-05-08 2025-03-31 13F PFIZER COM 717081103 184,835 -4,189 -2.22 4,684 -6.60 0.1906
2025-02-13 2024-12-31 13F PFIZER COM 717081103 189,024 -13,913 -6.86 5,015 -14.61 0.1887
2024-11-14 2024-09-30 13F PFIZER COM 717081103 202,937 28,245 16.17 5,873 20.16 0.2212
2024-08-06 2024-06-30 13F PFIZER COM 717081103 174,692 18,741 12.02 4,888 12.94 0.1868
2024-05-10 2024-03-31 13F PFIZER COM 717081103 155,951 20,670 15.28 4,328 11.12 0.1732
2024-02-14 2023-12-31 13F PFIZER COM 717081103 135,281 -35,671 -20.87 3,895 -31.32 0.1775
2023-11-15 2023-09-30 13F PFIZER COM 717081103 170,952 10,415 6.49 5,670 -3.70 0.2649
2023-08-14 2023-06-30 13F PFIZER COM 717081103 160,537 16,553 11.50 5,889 0.24 0.2545
2023-05-12 2023-03-31 13F PFIZER COM 717081103 143,984 1,765 1.24 5,875 -19.39 0.2701
2023-02-14 2022-12-31 13F PFIZER COM 717081103 142,219 -10,070 -6.61 7,287 9.35 0.3490
2022-11-14 2022-09-30 13F PFIZER COM 717081103 152,289 -3,322 -2.13 6,664 -18.32 0.3263
2022-08-12 2022-06-30 13F PFIZER COM 717081103 155,611 -4,816 -3.00 8,159 -1.76 0.3604
2022-05-05 2022-03-31 13F PFIZER COM 717081103 160,427 -5,166 -3.12 8,305 -15.06 0.2998
2022-02-14 2021-12-31 13F PFIZER COM 717081103 165,593 -4,160 -2.45 9,778 33.93 0.3361
2021-11-15 2021-09-30 13F PFIZER COM 717081103 169,753 -20,752 -10.89 7,301 -2.13 0.2725
2021-08-13 2021-06-30 13F PFIZER COM 717081103 190,505 -431,754 -69.38 7,460 -66.91 0.2873
2021-05-18 2021-03-31 13F PFIZER COM 717081103 622,259 -8,314 -1.32 22,544 -2.87 0.9667
2021-02-16 2020-12-31 13F PFIZER COM 717081103 630,573 11,512 1.86 23,211 2.16 1.0290
2020-11-12 2020-09-30 13F Pfizer COM 717081103 619,061 -29,765 -4.59 22,720 7.08 1.0543
2020-08-14 2020-06-30 13F Pfizer COM 717081103 648,826 -18,028 -2.70 21,217 -2.52 1.0938
2020-05-11 2020-03-31 13F Pfizer COM 717081103 666,854 -7,886 -1.17 21,766 -17.67 1.3338
2020-02-11 2019-12-31 13F Pfizer COM 717081103 674,740 -106,688 -13.65 26,436 -5.84 1.3080
2019-11-12 2019-09-30 13F Pfizer COM 717081103 781,428 16,546 2.16 28,077 -15.26 1.4989
2019-08-14 2019-06-30 13F Pfizer COM 717081103 764,882 -10,881 -1.40 33,135 0.57 1.8554
2019-05-13 2019-03-31 13F Pfizer COM 717081103 775,763 -39,108 -4.80 32,947 -7.37 1.9527
2019-02-14 2018-12-31 13F Pfizer COM 717081103 814,871 -31,296 -3.70 35,569 -4.62 2.2452
2018-11-13 2018-09-30 13F Pfizer COM 717081103 846,167 -29,167 -3.33 37,291 17.43 2.0638
2018-08-14 2018-06-30 13F PFIZER COM 717081103 875,334 -120,573 -12.11 31,757 -10.15 1.8662
2018-05-15 2018-03-31 13F Pfizer COM 717081103 995,907 -4,307 -0.43 35,345 -2.44 1.9721
2018-02-14 2017-12-31 13F Pfizer COM 717081103 1,000,214 14,582 1.48 36,228 2.96 1.9553
2017-11-14 2017-09-30 13F Pfizer COM 717081103 985,632 -506,230 -33.93 35,187 -29.78 1.9966
2017-08-14 2017-06-30 13F Pfizer COM 717081103 1,491,862 51,974 3.61 50,112 1.73 2.9473
2017-05-05 2017-03-31 13F Pfizer COM 717081103 1,439,888 39,767 2.84 49,259 8.32 3.0481
2017-02-14 2016-12-31 13F Pfizer COM 717081103 1,400,121 17,016 1.23 45,476 -2.92 2.9768
2016-11-14 2016-09-30 13F Pfizer COM 717081103 1,383,105 -45,376 -3.18 46,846 -6.86 3.2393
2016-08-16 2016-06-30 13F Pfizer COM 717081103 1,428,481 -81,338 -5.39 50,297 12.39 3.6091
2016-05-13 2016-03-31 13F Pfizer COM 717081103 1,509,819 477,553 46.26 44,751 34.30 3.2492
2016-02-16 2015-12-31 13F Pfizer COM 717081103 1,032,266 65,180 6.74 33,322 9.70 2.2788
2015-11-16 2015-09-30 13F Pfizer COM 717081103 967,086 161,808 20.09 30,376 12.50 2.4942
2015-08-13 2015-06-30 13F Pfizer COM 717081103 805,278 19,299 2.46 27,001 -1.25 2.1454
2015-05-14 2015-03-31 13F Pfizer COM 717081103 785,979 154,372 24.44 27,344 38.98 2.2873
2015-02-17 2014-12-31 13F Pfizer COM 717081103 631,607 515,573 444.33 19,675 473.45 1.7333
2014-11-14 2014-09-30 13F Pfizer COM 717081103 116,034 509 0.44 3,431 0.06 0.3414
2014-08-15 2014-06-30 13F Pfizer COM 717081103 115,525 -8,523 -6.87 3,429 -13.93 0.3738
2014-05-15 2014-03-31 13F Pfizer COM 717081103 124,048 -323 -0.26 3,984 4.59 0.4939
2014-02-14 2013-12-31 13F Pfizer COM 717081103 124,371 1,935 1.58 3,809 8.30 0.5124
2013-11-15 2013-09-30 13F Pfizer COM 717081103 122,436 5,342 4.56 3,517 7.23 0.5471
2013-08-09 2013-06-30 13F Pfizer COM 717081103 117,094 117,094 3,280 0.6424
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.