Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership163,441 shares
Latest Disclosed Value $ 4,589,432
Principle Wealth Partners Llc reports 3.96% increase in ownership of PFE / Pfizer Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 163,441 shares of Pfizer Inc. (US:PFE) valued at $4,589,423 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 157,218 shares of Pfizer Inc.. This represents a change in shares of 3.96% during the quarter. The current value of the position is $4,141,595 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)
2026-05-07 2026-03-31 13F PFIZER COM 717081103 163,441 6,223 3.96 4,589 17.25 0.2623
2026-02-06 2025-12-31 13F PFIZER COM 717081103 157,218 -4,817 -2.97 3,915 -5.18 0.2203
2025-11-03 2025-09-30 13F PFIZER COM 717081103 162,035 -1,508 -0.92 4,129 4.14 0.2397
2025-07-30 2025-06-30 13F PFIZER COM 717081103 163,543 -10,333 -5.94 3,964 -10.03 0.2476
2025-05-06 2025-03-31 13F PFIZER COM 717081103 173,876 -16,141 -8.49 4,406 -12.60 0.3149
2025-01-29 2024-12-31 13F PFIZER COM 717081103 190,017 -3,657 -1.89 5,041 -10.05 0.3538
2024-11-13 2024-09-30 13F PFIZER COM 717081103 193,674 -1,228 -0.63 5,605 2.77 0.3970
2024-08-13 2024-06-30 13F PFIZER COM 717081103 194,902 -7,942 -3.92 5,453 -3.11 0.4151
2024-04-23 2024-03-31 13F/A-1 PFIZER COM 717081103 202,844 -87,384 -30.11 5,629 -32.64 0.4396
2024-04-23 2024-03-31 13F PFIZER COM 717081103 202,844 -87,384 5,629 0.4396
2024-02-05 2023-12-31 13F PFIZER COM 717081103 290,228 -65,121 -18.33 8,356 -29.11 0.7193
2023-11-01 2023-09-30 13F PFIZER COM 717081103 355,349 -60,706 -14.59 11,787 -22.77 1.1844
2023-07-31 2023-06-30 13F PFIZER COM 717081103 416,055 -5,789 -1.37 15,261 -11.34 1.5336
2023-05-10 2023-03-31 13F PFIZER COM 717081103 421,844 -1,753 -0.41 17,211 -20.70 1.8400
2023-02-02 2022-12-31 13F PFIZER INC COM Stock 717081103 423,597 -9,514 -2.20 21,705 14.52 2.4597
2022-11-14 2022-09-30 13F PFIZER INC COM Stock 717081103 433,111 5,939 1.39 18,953 -15.37 1.7875
2022-08-02 2022-06-30 13F PFIZER INC COM Stock 717081103 427,172 -1,971 -0.46 22,396 0.81 2.6952
2022-05-12 2022-03-31 13F PFIZER INC COM Stock 717081103 429,143 2,522 0.59 22,217 -11.81 2.3362
2022-02-11 2021-12-31 13F PFIZER INC COM Stock 717081103 426,621 7,460 1.78 25,192 1,278.12 2.6450
2021-11-16 2021-09-30 13F PFIZER INC COM Stock 717081103 419,161 5,584 1.35 1,828 -88.71 0.2111
2021-08-13 2021-06-30 13F PFIZER INC COM Stock 717081103 413,577 -4,132 -0.99 16,195 7.01 1.8389
2021-05-18 2021-03-31 13F PFIZER INC COM Stock 717081103 417,709 9,458 2.32 15,134 0.71 1.7697
2021-02-16 2020-12-31 13F PFIZER INC COM Stock 717081103 408,251 195,575 91.96 15,028 92.54 1.9801
2020-11-16 2020-09-30 13F PFIZER INC COM Stock 717081103 212,676 -3,081 -1.43 7,805 22.68 2.1748
2020-08-14 2020-06-30 13F PFIZER INC COM Stock 717081103 215,757 2,252 1.05 6,362 -8.71 1.8681
2020-05-13 2020-03-31 13F PFIZER INC COM Stock 717081103 213,505 -337 -0.16 6,969 -16.82 2.6151
2020-02-04 2019-12-31 13F PFIZER INC COM Stock 717081103 213,842 -229 -0.11 8,378 8.92 2.6755
2019-11-05 2019-09-30 13F PFIZER INC COM Stock 717081103 214,071 134,390 168.66 7,692 122.83 2.6592
2019-11-05 2019-06-30 13F PFIZER INC COM Stock 717081103 79,681 25,983 48.39 3,452 51.34 1.7759
2019-10-30 2019-03-31 13F PFIZER INC COM Stock 717081103 53,698 -516 -0.95 2,281 -3.59 1.3045
2019-10-10 2018-12-31 13F PFIZER Com 717081103 54,214 54,214 2,366 1.9855
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.