Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionWP Advisors, LLC
Latest Disclosed Ownership509,121 shares
Latest Disclosed Value $ 14,296,128
WP Advisors, LLC reports 3.27% decrease in ownership of PFE / Pfizer Inc.

On May 4, 2026 - WP Advisors, LLC filed a 13F-HR form disclosing ownership of 509,121 shares of Pfizer Inc. (US:PFE) valued at $14,296,118 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 526,343 shares of Pfizer Inc.. This represents a change in shares of -3.27% during the quarter. The current value of the position is $12,901,126 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 509,121 -17,222 -3.27 14,296 9.09 3.6984
2026-01-28 2025-12-31 13F PFIZER COM 717081103 526,343 -5,001 -0.94 13,106 -3.20 3.2641
2025-10-22 2025-09-30 13F PFIZER COM 717081103 531,344 2,539 0.48 13,539 5.62 3.4414
2025-08-08 2025-06-30 13F PFIZER COM 717081103 528,805 12,259 2.37 12,818 -2.07 3.5205
2025-05-12 2025-03-31 13F PFIZER COM 717081103 516,546 -4,308 -0.83 13,089 -5.28 4.3580
2025-02-03 2024-12-31 13F PFIZER COM 717081103 520,854 442,360 563.56 13,818 508.45 4.6037
2024-11-07 2024-09-30 13F PFIZER COM 717081103 78,494 -2,800 -3.44 2,272 -0.13 0.8300
2024-07-30 2024-06-30 13F PFIZER COM 717081103 81,294 16,053 24.61 2,275 25.64 0.7263
2024-05-08 2024-03-31 13F PFIZER COM 717081103 65,241 22,844 53.88 1,810 48.36 0.5939
2024-01-31 2023-12-31 13F PFIZER COM 717081103 42,397 22,510 113.19 1,221 85.13 0.4518
2023-10-30 2023-09-30 13F PFIZER COM 717081103 19,887 735 3.84 660 -6.13 0.2728
2023-07-26 2023-06-30 13F PFIZER COM 717081103 19,152 -5,681 -22.88 702 -30.70 0.2811
2023-04-14 2023-03-31 13F PFIZER COM 717081103 24,833 -5,427 -17.93 1,013 -34.65 0.4179
2023-01-20 2022-12-31 13F PFIZER COM 717081103 30,260 -183 -0.60 1,551 16.37 0.6932
2022-10-24 2022-09-30 13F Pfizer COM 717081103 30,443 259 0.86 1,332 -15.86 0.6031
2022-07-12 2022-06-30 13F Pfizer COM 717081103 30,184 -1,789 -5.60 1,583 -4.35 0.6881
2022-04-25 2022-03-31 13F Pfizer COM 717081103 31,973 -2,387 -6.95 1,655 -18.43 0.6816
2022-02-02 2021-12-31 13F Pfizer COM 717081103 34,360 5,967 21.02 2,029 66.18 0.8453
2021-10-20 2021-09-30 13F Pfizer COM 717081103 28,393 723 2.61 1,221 12.64 0.5007
2021-07-22 2021-06-30 13F Pfizer COM 717081103 27,670 2,349 9.28 1,084 18.21 0.4519
2021-05-06 2021-03-31 13F Pfizer COM 717081103 25,321 25,321 917 0.3962
2019-10-22 2019-09-30 13F Pfizer COM 717081103 0 -5,590 -100.00 0 -100.00
2019-07-23 2019-06-30 13F Pfizer COM 717081103 5,590 31 0.56 242 -89.75 0.2698
2019-04-15 2019-03-31 13F Pfizer COM 717081103 5,559 -608 -9.86 2,361 777.70 0.2570
2019-01-17 2018-12-31 13F Pfizer COM 717081103 6,167 -129 -2.05 269 -2.89 0.2652
2018-10-31 2018-09-30 13F Pfizer COM 717081103 6,296 -278 -4.23 277 15.90 0.2579
2018-07-26 2018-06-30 13F Pfizer COM 717081103 6,574 16 0.24 239 2.58 0.2255
2018-05-04 2018-03-31 13F Pfizer COM 717081103 6,558 6,558 233 0.2516
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.