Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionLantz Financial LLC
Latest Disclosed Ownership47,201 shares
Latest Disclosed Value $ 1,325,411
Lantz Financial LLC reports 1.77% increase in ownership of PFE / Pfizer Inc.

On April 9, 2026 - Lantz Financial LLC filed a 13F-HR form disclosing ownership of 47,201 shares of Pfizer Inc. (CL:PFE) valued at $1,325,411 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 46,382 shares of Pfizer Inc.. This represents a change in shares of 1.77% during the quarter.

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)
2026-04-09 2026-03-31 13F PFIZER COM 717081103 47,201 819 1.77 1,325 14.82 0.2740
2026-01-14 2025-12-31 13F PFIZER COM 717081103 46,382 1,058 2.33 1,155 0.00 0.2437
2025-11-06 2025-09-30 13F PFIZER COM 717081103 45,324 10,042 28.46 1,155 34.97 0.2555
2025-07-11 2025-06-30 13F PFIZER COM 717081103 35,282 2,621 8.02 855 3.39 0.2131
2025-04-08 2025-03-31 13F PFIZER COM 717081103 32,661 1,097 3.48 828 -1.19 0.2265
2025-01-21 2024-12-31 13F PFIZER COM 717081103 31,564 -32 -0.10 837 -8.42 0.2232
2024-10-15 2024-09-30 13F PFIZER COM 717081103 31,596 2,363 8.08 914 11.87 0.2475
2024-08-07 2024-06-30 13F/A-1 PFIZER COM 717081103 29,233 -1,349 -4.41 818 -3.66 0.2541
2024-07-10 2024-06-30 13F PFIZER COM 717081103 29,233 -1,349 818 0.2541
2024-04-10 2024-03-31 13F PFIZER COM 717081103 30,582 381 1.26 849 -2.42 0.2731
2024-01-12 2023-12-31 13F PFIZER COM 717081103 30,201 171 0.57 869 -12.75 0.3140
2023-10-20 2023-09-30 13F PFIZER COM 717081103 30,030 1,165 4.04 996 -5.86 0.3963
2023-07-12 2023-06-30 13F PFIZER COM 717081103 28,865 -1,281 -4.25 1,059 -13.91 0.4145
2023-04-10 2023-03-31 13F PFIZER COM 717081103 30,146 3,040 11.22 1,230 -11.46 0.5115
2023-01-23 2022-12-31 13F PFIZER COM 717081103 27,106 1,601 6.28 1,389 24.37 0.6317
2022-10-17 2022-09-30 13F PFIZER COM 717081103 25,505 152 0.60 1,116 -16.03 0.5807
2022-07-29 2022-06-30 13F PFIZER COM 717081103 25,353 -33,151 -56.66 1,329 -61.53 0.5998
2022-01-19 2021-12-31 13F PFIZER COM 717081103 58,504 -369 -0.63 3,455 36.45 1.5911
2021-10-14 2021-09-30 13F PFIZER COM 717081103 58,873 -1,281 -2.13 2,532 7.47 1.2981
2021-07-16 2021-06-30 13F PFIZER COM 717081103 60,154 1,835 3.15 2,356 11.50 1.2110
2021-04-19 2021-03-31 13F PFIZER COM 717081103 58,319 1,399 2.46 2,113 0.86 1.2020
2021-01-19 2020-12-31 13F PFIZER COM 717081103 56,920 -2,058 -3.49 2,095 -3.19 1.3071
2020-10-09 2020-09-30 13F PFIZER COM 717081103 58,978 1,369 2.38 2,164 14.86 1.4552
2020-07-22 2020-06-30 13F PFIZER COM 717081103 57,609 -4,194 -6.79 1,884 -6.59 1.3560
2020-04-10 2020-03-31 13F PFIZER COM 717081103 61,803 1,957 3.27 2,017 -13.99 1.5805
2020-01-17 2019-12-31 13F PFIZER COM 717081103 59,846 1,934 3.34 2,345 16.67 1.3884
2019-10-18 2019-09-30 13F PFIZER COM 717081103 57,912 1,218 2.15 2,010 -19.82 1.3564
2019-07-15 2019-06-30 13F PFIZER COM 717081103 56,694 357 0.63 2,507 4.76 1.6971
2019-04-22 2019-03-31 13F PFIZER COM 717081103 56,337 56,337 2,393 1.7355
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.