Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership32,594 shares
Latest Disclosed Value $ 915,253
GM Advisory Group, Inc. reports 5.25% increase in ownership of PFE / Pfizer Inc.

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 32,594 shares of Pfizer Inc. (US:PFE) valued at $915,240 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 30,968 shares of Pfizer Inc.. This represents a change in shares of 5.25% during the quarter. The current value of the position is $825,932 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)
2026-04-28 2026-03-31 13F Pfizer Inc Com Com 717081103 32,594 1,626 5.25 915 18.68 0.0338
2026-02-13 2025-12-31 13F Pfizer Inc Com COM 717081103 30,968 2,975 10.63 771 8.13 0.0302
2025-11-19 2025-09-30 13F PFIZER COM 717081103 27,993 -2,891 -9.36 713 -4.68 0.0303
2025-08-13 2025-06-30 13F PFIZER COM 717081103 30,884 450 1.48 749 -2.98 0.0370
2025-05-14 2025-03-31 13F PFIZER COM 717081103 30,434 1,629 5.66 771 0.92 0.0416
2025-02-11 2024-12-31 13F PFIZER COM 717081103 28,805 -66 -0.23 764 -8.50 0.0423
2024-11-12 2024-09-30 13F PFIZER COM 717081103 28,871 -1,861 -6.06 836 -2.79 0.0501
2024-08-12 2024-06-30 13F PFIZER COM 717081103 30,732 -5,000 -13.99 860 -13.32 0.0555
2024-05-09 2024-03-31 13F PFIZER COM 717081103 35,732 5,402 17.81 992 13.52 0.0695
2024-02-12 2023-12-31 13F PFIZER COM 717081103 30,330 11,398 60.20 873 39.23 0.0659
2023-11-14 2023-09-30 13F PFIZER COM 717081103 18,932 -2,061 -9.82 628 -18.57 0.0513
2023-08-14 2023-06-30 13F PFIZER COM 717081103 20,993 142 0.68 770 -9.41 0.0637
2023-05-12 2023-03-31 13F PFIZER COM 717081103 20,851 681 3.38 851 -17.72 0.0775
2023-02-13 2022-12-31 13F PFIZER COM 717081103 20,170 -125 -0.62 1,034 16.33 0.1102
2022-11-14 2022-09-30 13F PFIZER COM 717081103 20,295 704 3.59 888 -13.53 0.1117
2022-08-15 2022-06-30 13F PFIZER COM 717081103 19,591 1,173 6.37 1,027 7.76 0.1602
2022-05-13 2022-03-31 13F PFIZER COM 717081103 18,418 2,683 17.05 953 2.58 0.1134
2022-02-10 2021-12-31 13F PFIZER COM 717081103 15,735 500 3.28 929 41.83 0.0828
2021-11-12 2021-09-30 13F PFIZER COM 717081103 15,235 3 0.02 655 9.90 0.0661
2021-08-16 2021-06-30 13F PFIZER COM 717081103 15,232 9 0.06 596 7.97 0.0611
2021-05-13 2021-03-31 13F PFIZER COM 717081103 15,223 2,733 21.88 552 20.00 0.0662
2021-02-12 2020-12-31 13F PFIZER COM 717081103 12,490 2,364 23.35 460 23.66 0.0616
2020-11-12 2020-09-30 13F PFIZER COM 717081103 10,126 2,665 35.72 372 52.46 0.0569
2020-08-13 2020-06-30 13F PFIZER COM 717081103 7,461 -63 -0.84 244 -0.81 0.0451
2020-05-13 2020-03-31 13F PFIZER COM 717081103 7,524 7,524 246 0.0670
2020-02-14 2019-12-31 13F PFIZER COM 717081103 0 -7,022 -100.00 0 -100.00
2019-11-14 2019-09-30 13F PFIZER COM 717081103 7,022 1,502 27.21 252 5.44 0.0784
2019-08-09 2019-06-30 13F PFIZER COM 717081103 5,520 0 0.00 239 2.14 0.0751
2019-05-14 2019-03-31 13F PFIZER COM 717081103 5,520 -1,500 -21.37 234 -23.53 0.0769
2019-02-13 2018-12-31 13F PFIZER COM 717081103 7,020 -1,500 -17.61 306 -18.40 0.1139
2018-11-13 2018-09-30 13F PFIZER COM 717081103 8,520 249 3.01 375 25.00 0.1175
2018-08-14 2018-06-30 13F PFIZER COM 717081103 8,271 -2,592 -23.86 300 -22.28 0.0891
2018-05-14 2018-03-31 13F PFIZER COM 717081103 10,863 -1,615 -12.94 386 -14.60 0.1165
2018-02-09 2017-12-31 13F PFIZER COM 717081103 12,478 0 0.00 452 1.57 0.1230
2017-11-13 2017-09-30 13F PFIZER COM 717081103 12,478 -2,650 -17.52 445 -12.40 0.1355
2017-08-11 2017-06-30 13F PFIZER COM 717081103 15,128 -1,178 -7.22 508 -8.96 0.1599
2017-05-12 2017-03-31 13F PFIZER COM 717081103 16,306 2,053 14.40 558 20.52 0.1907
2017-02-13 2016-12-31 13F PFIZER COM 717081103 14,253 14,253 463 0.1617
2015-02-10 2014-12-31 13F PFIZER COM 717081103 0 -9,670 -100.00 0 -100.00
2014-11-10 2014-09-30 13F PFIZER COM 717081103 9,670 2,043 26.79 286 26.55 0.2143
2014-07-31 2014-06-30 13F PFIZER COM 717081103 7,627 150 2.01 226 -3.42 0.1960
2014-05-08 2014-03-31 13F/A-1 PFIZER COM 717081103 7,477 360 5.06 234 7.34 0.1815
2014-05-02 2014-03-31 13F PFIZER COM 717081103 7,477 234
2014-02-04 2013-12-31 13F PFIZER COM 717081103 7,117 7,117 218 0.2312
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.