Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership33,377 shares
Latest Disclosed Value $ 937,234
Bedel Financial Consulting, Inc. reports 0.41% decrease in ownership of PFE / Pfizer Inc.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 33,377 shares of Pfizer Inc. (US:PFE) valued at $937,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 33,514 shares of Pfizer Inc.. This represents a change in shares of -0.41% during the quarter. The current value of the position is $869,137 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 33,377 -137 -0.41 937 12.35 0.1041
2026-01-28 2025-12-31 13F PFIZER COM 717081103 33,514 -1,534 -4.38 835 -6.61 0.0898
2025-11-07 2025-09-30 13F PFIZER COM 717081103 35,048 -1,421 -3.90 893 1.02 0.1140
2025-08-12 2025-06-30 13F PFIZER COM 717081103 36,469 -305 -0.83 884 5.11 0.1206
2025-05-07 2025-03-31 13F PFIZER COM 717081103 36,774 1,950 5.60 841 -8.59 0.1206
2025-02-06 2024-12-31 13F PFIZER COM 717081103 34,824 5,329 18.07 921 7.85 0.1279
2024-11-12 2024-09-30 13F PFIZER COM 717081103 29,495 1,522 5.44 854 9.08 0.1204
2024-08-05 2024-06-30 13F PFIZER COM 717081103 27,973 70 0.25 783 1.03 0.1147
2024-05-07 2024-03-31 13F PFIZER COM 717081103 27,903 29 0.10 774 -3.49 0.1215
2024-02-13 2023-12-31 13F/A-1 PFIZER COM 717081103 27,874 -1,601 -5.43 802 -17.91 0.1471
2024-02-08 2023-12-31 13F PFIZER COM 717081103 27,874 -1,601 802 0.1471
2024-02-08 2023-09-30 13F PFIZER COM 717081103 29,475 -264 -0.89 978 -10.37 0.1979
2023-08-10 2023-06-30 13F PFIZER COM 717081103 29,739 1,571 5.58 1,091 -5.13 0.2279
2023-05-02 2023-03-31 13F PFIZER COM 717081103 28,168 -438 -1.53 1,149 -21.57 0.2799
2023-02-07 2022-12-31 13F PFIZER COM 717081103 28,606 1,604 5.94 1,466 15.17 0.3645
2022-11-08 2022-09-30 13F PFIZER COM 717081103 27,002 1,856 7.38 1,272 -3.49 0.3372
2022-08-04 2022-06-30 13F PFIZER COM 717081103 25,146 2,346 10.29 1,318 11.69 0.3856
2022-04-19 2022-03-31 13F PFIZER COM 717081103 22,800 776 3.52 1,180 -9.23 0.3708
2022-01-11 2021-12-31 13F PFIZER COM 717081103 22,024 212 0.97 1,300 38.59 0.4043
2021-10-12 2021-09-30 13F PFIZER COM 717081103 21,812 -122 -0.56 938 9.20 0.3220
2021-08-03 2021-06-30 13F PFIZER COM 717081103 21,934 1,377 6.70 859 15.30 0.2990
2021-04-26 2021-03-31 13F PFIZER COM 717081103 20,557 2,737 15.36 745 13.57 0.2882
2021-02-02 2020-12-31 13F PFIZER COM 717081103 17,820 165 0.93 656 1.23 0.2911
2020-10-20 2020-09-30 13F PFIZER COM 717081103 17,655 100 0.57 648 12.89 0.3240
2020-07-14 2020-06-30 13F PFIZER COM 717081103 17,555 -1,262 -6.71 574 -6.51 0.3095
2020-05-06 2020-03-31 13F PFIZER COM 717081103 18,817 382 2.07 614 -14.96 0.4060
2020-01-28 2019-12-31 13F PFIZER COM 717081103 18,435 -4,489 -19.58 722 -12.38 0.4094
2019-10-09 2019-09-30 13F PFIZER COM 717081103 22,924 146 0.64 824 -16.51 0.4960
2019-08-01 2019-06-30 13F PFIZER COM 717081103 22,778 -402 -1.73 987 0.30 0.5999
2019-05-02 2019-03-31 13F PFIZER COM 717081103 23,180 2 0.01 984 -2.77 0.6276
2019-01-28 2018-12-31 13F PFIZER COM 717081103 23,178 -682 -2.86 1,012 -3.44 0.7282
2018-11-01 2018-09-30 13F PFIZER COM 717081103 23,860 654 2.82 1,048 24.47 0.6994
2018-07-18 2018-06-30 13F PFIZER COM 717081103 23,206 -962 -3.98 842 -1.86 0.6193
2018-05-03 2018-03-31 13F PFIZER COM 717081103 24,168 3 0.01 858 -1.94 0.6522
2018-02-06 2017-12-31 13F PFIZER COM 717081103 24,165 24,165 875 0.7874
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.