Pfizer Inc.
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership14,531 shares
Latest Disclosed Value $ 408,020
Sheets Smith Wealth Management reports 1.88% decrease in ownership of PFE / Pfizer Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 14,531 shares of Pfizer Inc. (CL:PFE) valued at $408,020 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 14,810 shares of Pfizer Inc.. This represents a change in shares of -1.88% 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)
2026-04-16 2026-03-31 13F PFIZER COM 717081103 14,531 -279 -1.88 408 10.87 0.0459
2026-01-20 2025-12-31 13F PFIZER COM 717081103 14,810 -4,204 -22.11 369 -23.97 0.0405
2025-10-16 2025-09-30 13F PFIZER COM 717081103 19,014 -5,872 -23.60 484 -19.73 0.0548
2025-07-15 2025-06-30 13F PFIZER COM 717081103 24,886 -27,150 -52.18 603 -54.25 0.0706
2025-04-23 2025-03-31 13F PFIZER COM 717081103 52,036 -1,369 -2.56 1,319 -6.92 0.1638
2025-01-17 2024-12-31 13F PFIZER COM 717081103 53,405 -532 -0.99 1,417 -9.23 0.1729
2024-11-01 2024-09-30 13F PFIZER COM 717081103 53,937 -2,896 -5.10 1,561 -1.89 0.1909
2024-07-30 2024-06-30 13F PFIZER COM 717081103 56,833 -9,616 -14.47 1,590 -13.73 0.1901
2024-05-08 2024-03-31 13F PFIZER COM 717081103 66,449 24,233 57.40 1,844 51.69 0.2065
2024-02-06 2023-12-31 13F PFIZER COM 717081103 42,216 -8,926 -17.45 1,215 -28.36 0.1729
2023-10-23 2023-09-30 13F PFIZER COM 717081103 51,142 -1,073 -2.05 1,696 -11.44 0.2583
2023-08-09 2023-06-30 13F PFIZER COM 717081103 52,215 224 0.43 1,915 -9.71 0.2800
2023-05-26 2023-03-31 13F/A-1 PFIZER COM 717081103 51,991 -629 -1.20 2,121 -21.33 0.3241
2023-05-12 2023-03-31 13F PFIZER COM 717081103 41 -52,579 2,121 0.3248
2023-03-08 2022-12-31 13F PFIZER COM 717081103 52,620 -6 -0.01 2,696 17.06 0.4220
2022-11-01 2022-09-30 13F PFIZER COM 717081103 52,626 -801 -1.50 2,303 -17.78 0.3845
2022-07-27 2022-06-30 13F PFIZER COM 717081103 53,427 -2,094 -3.77 2,801 -2.54 0.4610
2022-05-02 2022-03-31 13F PFIZER COM 717081103 55,521 -4,239 -7.09 2,874 -18.56 0.3962
2022-01-20 2021-12-31 13F PFIZER COM 717081103 59,760 5,142 9.41 3,529 50.23 0.4380
2021-10-15 2021-09-30 13F PFIZER COM 717081103 54,618 5,750 11.77 2,349 22.73 0.3187
2021-08-03 2021-06-30 13F PFIZER COM 717081103 48,868 793 1.65 1,914 9.87 0.2579
2021-04-23 2021-03-31 13F PFIZER COM 717081103 48,075 585 1.23 1,742 -0.34 0.2563
2021-01-13 2020-12-31 13F PFIZER COM 717081103 47,490 -326 -0.68 1,748 -0.40 0.2643
2020-10-26 2020-09-30 13F PFIZER COM 717081103 47,816 2,892 6.44 1,755 19.47 0.3053
2020-07-17 2020-06-30 13F PFIZER COM 717081103 44,924 2,416 5.68 1,469 5.91 0.2939
2020-04-28 2020-03-31 13F PFIZER COM 717081103 42,508 -2,928 -6.44 1,387 -22.08 0.2906
2020-01-24 2019-12-31 13F PFIZER COM 717081103 45,436 -2,557 -5.33 1,780 3.25 0.3402
2019-10-28 2019-09-30 13F PFIZER COM 717081103 47,993 272 0.57 1,724 -16.59 0.3545
2019-07-12 2019-06-30 13F PFIZER COM 717081103 47,721 218 0.46 2,067 2.48 0.4243
2019-05-13 2019-03-31 13F PFIZER COM 717081103 47,503 -242 -0.51 2,017 -3.21 0.4366
2019-01-11 2018-12-31 13F PFIZER COM 717081103 47,745 -330 -0.69 2,084 -1.65 0.5615
2018-10-15 2018-09-30 13F PFIZER COM 717081103 48,075 223 0.47 2,119 22.06 0.4385
2018-07-26 2018-06-30 13F PFIZER COM 717081103 47,852 -219 -0.46 1,736 1.76 0.4063
2018-04-09 2018-03-31 13F PFIZER COM 717081103 48,071 236 0.49 1,706 -1.56 0.4099
2018-01-12 2017-12-31 13F Pfizer COM 717081103 47,835 395 0.83 1,733 2.30 0.4085
2017-10-12 2017-09-30 13F Pfizer COM 717081103 47,440 -698 -1.45 1,694 4.76 0.4272
2017-07-19 2017-06-30 13F PFIZER COM 717081103 48,138 -109 -0.23 1,617 -2.06 0.4273
2017-04-10 2017-03-31 13F PFIZER COM 717081103 48,247 -4,385 -8.33 1,651 -3.39 0.4384
2017-02-03 2016-12-31 13F PFIZER COM 717081103 52,632 10,460 24.80 1,709 19.68 0.4796
2016-11-18 2016-09-30 13F PFIZER COM 717081103 42,172 -337 -0.79 1,428 -4.61 0.4027
2016-08-15 2016-06-30 13F PFIZER COM 717081103 42,509 1,318 3.20 1,497 22.60 0.4349
2016-05-13 2016-03-31 13F PFIZER COM 717081103 41,191 8,190 24.82 1,221 14.65 0.3754
2016-02-01 2015-12-31 13F PFIZER COM 717081103 33,001 436 1.34 1,065 4.11 0.3221
2015-11-13 2015-09-30 13F PFIZER COM 717081103 32,565 -81 -0.25 1,023 -6.58 0.3460
2015-08-31 2015-06-30 13F PFIZER COM 717081103 32,646 -2,473 -7.04 1,095 -10.39 0.2993
2015-05-05 2015-03-31 13F PFIZER COM 717081103 35,119 150 0.43 1,222 12.21 0.3374
2015-02-20 2014-12-31 13F PFIZER COM 717081103 34,969 755 2.21 1,089 7.61 0.2842
2014-11-17 2014-09-30 13F PFIZER COM 717081103 34,214 -1,323 -3.72 1,012 -4.08 0.2753
2014-09-18 2014-06-30 13F PFIZER COM 717081103 35,537 -978 -2.68 1,055 -10.06 0.2831
2014-06-02 2014-03-31 13F PFIZER COM 717081103 36,515 159 0.44 1,173 5.30 0.3282
2014-02-21 2013-12-31 13F PFIZER COM 717081103 36,356 1,634 4.71 1,114 11.74 0.3073
2013-11-26 2013-09-30 13F PFIZER COM 717081103 34,722 3,527 11.31 997 14.07 0.3243
2013-11-19 2013-06-30 13F PFIZER COM 717081103 31,195 -1,188 -3.67 874 -6.52 0.2967
2013-05-21 2013-03-31 13F PFIZER COM 717081103 32,383 32,383 935 0.3170
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.