Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership8,052 shares
Latest Disclosed Value $ 226
Appleton Partners Inc/ma reports 3.87% decrease in ownership of PFE / Pfizer Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 8,052 shares of Pfizer Inc. (CL:PFE) valued at $226 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 8,376 shares of Pfizer Inc..

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 CS 717081103 8,052 -324 -3.87 0 0.0158
2026-01-09 2025-12-31 13F PFIZER INC COM CS 717081103 8,376 -41 -0.49 0 0.0138
2025-11-05 2025-09-30 13F PFIZER CS 717081103 8,417 -51 -0.60 0 0.0144
2025-07-22 2025-06-30 13F PFIZER CS 717081103 8,468 -2,948 -25.82 0 0.0145
2025-04-22 2025-03-31 13F PFIZER CS 717081103 11,416 1,789 18.58 0 0.0223
2025-01-28 2024-12-31 13F PFIZER CS 717081103 9,627 -310 -3.12 0 0.0188
2024-10-01 2024-09-30 13F PFIZER CS 717081103 9,937 -2,027 -16.94 0 0.0212
2024-07-02 2024-06-30 13F PFIZER CS 717081103 11,964 -3,131 -20.74 0 0.0258
2024-04-01 2024-03-31 13F PFIZER CS 717081103 15,095 -3,075 -16.92 0 0.0325
2024-01-02 2023-12-31 13F PFIZER CS 717081103 18,170 -2,966 -14.03 1 0.0422
2023-10-03 2023-09-30 13F PFIZER CS 717081103 21,136 -1,527 -6.74 1 0.0623
2023-07-10 2023-06-30 13F PFIZER CS 717081103 22,663 -11,530 -33.72 1 -100.00 0.0702
2023-04-10 2023-03-31 13F PFIZER CS 717081103 34,193 2,696 8.56 1 0.00 0.1241
2023-01-19 2022-12-31 13F PFIZER CS 717081103 31,497 760 2.47 2 -99.93 0.1529
2022-10-27 2022-09-30 13F PFIZER CS 717081103 30,737 5,667 22.60 1,345 2.36 0.1345
2022-07-08 2022-06-30 13F PFIZER CS 717081103 25,070 1,322 5.57 1,314 6.92 0.1243
2022-04-05 2022-03-31 13F PFIZER CS 717081103 23,748 -515 -2.12 1,229 -14.24 0.1005
2022-02-03 2021-12-31 13F PFIZER CS 717081103 24,263 -1,519 -5.89 1,433 29.22 0.1079
2021-10-14 2021-09-30 13F PFIZER CS 717081103 25,782 852 3.42 1,109 13.63 0.0923
2021-07-07 2021-06-30 13F PFIZER CS 717081103 24,930 -611 -2.39 976 5.51 0.0831
2021-04-19 2021-03-31 13F PFIZER INC COM CS 717081103 25,541 -1,158 -4.34 925 -5.90 0.0860
2021-01-19 2020-12-31 13F PFIZER INC COM CS 717081103 26,699 308 1.17 983 1.44 0.0968
2020-10-14 2020-09-30 13F PFIZER INC COM COM 717081103 26,391 -245 -0.92 969 11.25 0.1070
2020-08-14 2020-06-30 13F PFIZER INC COM COM 717081103 26,636 -674 -2.47 871 -2.24 0.1043
2020-05-04 2020-03-31 13F PFIZER INC COM COM 717081103 27,310 -7,057 -20.53 891 -33.85 0.1235
2020-01-13 2019-12-31 13F PFIZER INC COM COM 717081103 34,367 -3,532 -9.32 1,347 -1.10 0.1480
2019-11-04 2019-09-30 13F PFIZER INC COM COM 717081103 37,899 -4,505 -10.62 1,362 -25.86 0.1644
2019-07-25 2019-06-30 13F PFIZER INC COM COM 717081103 42,404 3,006 7.63 1,837 9.80 0.2270
2019-04-17 2019-03-31 13F PFIZER INC COM COM 717081103 39,398 -793 -1.97 1,673 -4.62 0.2218
2019-01-17 2018-12-31 13F PFIZER INC COM COM 717081103 40,191 -1,056 -2.56 1,754 -3.52 0.2626
2018-10-09 2018-09-30 13F PFIZER INC COM COM 717081103 41,247 143 0.35 1,818 21.93 0.2421
2018-08-08 2018-06-30 13F PFIZER INC COM COM 717081103 41,104 -4,097 -9.06 1,491 -7.04 0.2135
2018-04-11 2018-03-31 13F PFIZER INC COM COM 717081103 45,201 -1,224 -2.64 1,604 -4.64 0.2434
2018-01-12 2017-12-31 13F PFIZER INC COM COM 717081103 46,425 747 1.64 1,682 3.13 0.2609
2017-10-12 2017-09-30 13F PFIZER INC COM COM 717081103 45,678 1,084 2.43 1,631 8.88 0.2748
2017-07-11 2017-06-30 13F PFIZER INC COM COM 717081103 44,594 -1,996 -4.28 1,498 -6.02 0.2518
2017-05-01 2017-03-31 13F PFIZER INC COM COM 717081103 46,590 -7,698 -14.18 1,594 -9.59 0.2933
2017-02-13 2016-12-31 13F PFIZER INC COM COM 717081103 54,288 732 1.37 1,763 -2.81 0.3563
2016-11-03 2016-09-30 13F PFIZER INC COM COM 717081103 53,556 3,938 7.94 1,814 3.84 0.3418
2016-08-03 2016-06-30 13F PFIZER INC COM COM 717081103 49,618 -17 -0.03 1,747 18.76 0.3571
2016-04-21 2016-03-31 13F PFIZER INC COM COM 717081103 49,635 434 0.88 1,471 -7.37 0.2907
2016-01-22 2015-12-31 13F PFIZER INC COM COM 717081103 49,201 5,985 13.85 1,588 17.02 0.3132
2015-10-15 2015-09-30 13F PFIZER INC COM COM 717081103 43,216 -30,079 -41.04 1,357 -44.79 0.3085
2015-07-15 2015-06-30 13F PFIZER INC COM COM 717081103 73,295 12,083 19.74 2,458 15.40 0.5506
2015-04-30 2015-03-31 13F PFIZER INC COM COM 717081103 61,212 61,212 0.00 2,130 0.4804
2015-02-04 2014-12-31 13F PFIZER INC COM COM 717081103 0 -67,765 -100.00 0 -100.00
2014-11-06 2014-09-30 13F PFIZER INC COM COM 717081103 67,765 5,595 9.00 2,004 8.62 0.4679
2014-07-23 2014-06-30 13F PFIZER INC COM COM 717081103 62,170 -277 -0.44 1,845 -8.03 0.4314
2014-04-30 2014-03-31 13F PFIZER INC COM COM 717081103 62,447 4,970 8.65 2,006 13.91 0.4747
2014-02-13 2013-12-31 13F PFIZER INC COM COMMON STOCK 717081103 57,477 1,147 2.04 1,761 8.84 0.4222
2013-10-22 2013-09-30 13F PFIZER INC COM COMMON STOCK 717081103 56,330 11,275 25.02 1,618 -99.87 0.4337
2013-08-13 2013-06-30 13F PFIZER INC COM COMMON STOCK 717081103 45,055 45,055 1,261,991 0.3639
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.