Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership91,537 shares
Latest Disclosed Value $ 2,570,356
Wealth Alliance reports 2.33% decrease in ownership of PFE / Pfizer Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 91,537 shares of Pfizer Inc. (US:PFE) valued at $2,570,359 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 93,724 shares of Pfizer Inc.. This represents a change in shares of -2.33% during the quarter. The current value of the position is $2,319,548 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)
2026-05-14 2026-03-31 13F PFIZER COM 717081103 91,537 -2,187 -2.33 2,570 10.16 0.2538
2026-02-13 2025-12-31 13F PFIZER COM 717081103 93,724 2,379 2.60 2,334 0.26 0.2284
2025-11-07 2025-09-30 13F PFIZER COM 717081103 91,345 26,318 40.47 2,327 47.65 0.2394
2025-08-08 2025-06-30 13F PFIZER COM 717081103 65,027 10,437 19.12 1,576 13.96 0.1760
2025-05-05 2025-03-31 13F PFIZER COM 717081103 54,590 7,199 15.19 1,383 10.02 0.1674
2025-02-03 2024-12-31 13F PFIZER COM 717081103 47,391 -4,149 -8.05 1,257 -15.69 0.1503
2024-11-04 2024-09-30 13F PFIZER COM 717081103 51,540 1,780 3.58 1,492 7.11 0.1781
2024-08-09 2024-06-30 13F PFIZER COM 717081103 49,760 -2,478 -4.74 1,392 -3.93 0.1798
2024-05-10 2024-03-31 13F PFIZER COM 717081103 52,238 14,436 38.19 1,450 33.18 0.1902
2024-01-30 2023-12-31 13F PFIZER COM 717081103 37,802 -6,216 -14.12 1,088 -25.48 0.1526
2023-11-09 2023-09-30 13F PFIZER COM 717081103 44,018 2,825 6.86 1,460 -3.31 0.2303
2023-08-02 2023-06-30 13F PFIZER COM 717081103 41,193 509 1.25 1,511 -8.98 0.2259
2023-05-11 2023-03-31 13F PFIZER COM 717081103 40,684 -2,492 -5.77 1,660 -25.00 0.2689
2023-02-13 2022-12-31 13F PFIZER Stock 717081103 43,176 6,162 16.65 2,212 36.63 0.3928
2022-11-14 2022-09-30 13F PFIZER Stock 717081103 37,014 -644 -1.71 1,619 -18.03 0.3195
2022-10-11 2022-06-30 13F/A-1 PFIZER Stock 717081103 37,658 22,953 156.09 1,975 159.53 0.3790
2022-08-15 2022-06-30 13F PFIZER Stock 717081103 37,658 22,953 1,975 0.2402
2022-05-10 2022-03-31 13F PFIZER Stock 717081103 14,705 -15,808 -51.81 761 -57.75 0.1085
2022-05-10 2022-03-31 13F PFIZER Stock 717081103 34,173 1,769
2022-02-14 2021-12-31 13F PFIZER Stock 717081103 30,513 -644 -2.07 1,801 34.40 0.3621
2021-11-12 2021-09-30 13F PFIZER Stock 717081103 31,157 -14,371 -31.57 1,340 -24.85 0.3009
2021-08-16 2021-06-30 13F PFIZER Stock 717081103 45,528 992 2.23 1,783 10.47 0.4199
2021-05-18 2021-03-31 13F PFIZER Stock 717081103 44,536 -3,533 -7.35 1,614 -8.81 0.4521
2021-02-11 2020-12-31 13F PFIZER INC COM Stock 717081103 48,069 4,991 11.59 1,770 11.95 0.5215
2020-12-01 2020-09-30 13F/A-1 PFIZER INC COM Stock 717081103 43,078 10,633 32.77 1,581 49.01 0.5683
2020-11-13 2020-09-30 13F PFIZER INC COM Stock 717081103 43,078 10,633 1,581 465,028.7224
2020-08-14 2020-06-30 13F PFIZER INC COM Stock 717081103 32,445 -5,885 -15.35 1,061 -15.19 0.4192
2020-05-15 2020-03-31 13F PFIZER INC COM Stock 717081103 38,330 -4,042 -9.54 1,251 -24.64 0.6746
2020-02-14 2019-12-31 13F/A-1 PFIZER INC COM Stock 717081103 42,372 42,372 1,660 1.1799
2020-02-12 2019-12-31 13F PFIZER INC COM Stock 717081103 1,660 1,660 1.1799
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.