Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionCertified Advisory Corp
Latest Disclosed Ownership8,693 shares
Latest Disclosed Value $ 244,113
Certified Advisory Corp reports 42.46% decrease in ownership of PFE / Pfizer Inc.

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 8,693 shares of Pfizer Inc. (US:PFE) valued at $244,099 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 15,109 shares of Pfizer Inc.. This represents a change in shares of -42.46% during the quarter. The current value of the position is $220,281 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)
2026-04-17 2026-03-31 13F PFIZER COM 717081103 8,693 -6,416 -42.46 244 -35.11 0.0219
2026-01-12 2025-12-31 13F PFIZER COM 717081103 15,109 -427 -2.75 376 -4.81 0.0343
2025-11-13 2025-09-30 13F PFIZER COM 717081103 15,536 -15,411 -49.80 396 -47.33 0.0376
2025-08-14 2025-06-30 13F PFIZER COM 717081103 30,947 -37,685 -54.91 750 -56.87 0.0780
2025-05-08 2025-03-31 13F PFIZER COM 717081103 68,632 -2,526 -3.55 1,739 -7.84 0.1969
2025-01-15 2024-12-31 13F PFIZER COM 717081103 71,158 -9,693 -11.99 1,888 -19.32 0.2049
2024-11-12 2024-09-30 13F PFIZER COM 717081103 80,851 -1,989 -2.40 2,340 0.95 0.2592
2024-08-13 2024-06-30 13F PFIZER INC COM Stock 717081103 82,840 1,313 1.61 2,318 2.43 0.2908
2024-05-10 2024-03-31 13F PFIZER INC COM Stock 717081103 81,527 16,654 25.67 2,262 21.16 0.3156
2024-02-09 2023-12-31 13F PFIZER INC COM Stock 717081103 64,873 887 1.39 1,868 -12.02 0.2833
2023-11-13 2023-09-30 13F PFIZER INC COM Stock 717081103 63,986 1,127 1.79 2,122 -7.94 0.3903
2023-08-14 2023-06-30 13F PFIZER INC COM Stock 717081103 62,859 -2,366 -3.63 2,306 -13.38 0.4240
2023-05-17 2023-03-31 13F/A-1 PFIZER INC COM Stock 717081103 65,225 520 0.80 2,661 -19.73 0.4730
2023-05-15 2023-03-31 13F PFIZER INC COM Stock 717081103 65,225 520 2,661 0.4729
2023-02-15 2022-12-31 13F PFIZER INC COM Stock 717081103 64,705 -292 -0.45 3,315 16.52 0.6553
2022-11-14 2022-09-30 13F PFIZER COM 717081103 64,997 115 0.18 2,845 -16.37 0.6492
2022-08-15 2022-06-30 13F PFIZER INC COM COM 717081103 64,882 341 0.53 3,402 1.83 0.7584
2022-05-13 2022-03-31 13F PFIZER INC COM Stock 717081103 64,541 -1,025 -1.56 3,341 -13.71 0.7099
2022-02-14 2021-12-31 13F PFIZER INC COM Stock 717081103 65,566 220 0.34 3,872 37.79 0.8541
2021-11-15 2021-09-30 13F PFIZER INC COM Stock 717081103 65,346 1,169 1.82 2,810 11.82 0.6827
2021-08-16 2021-06-30 13F PFIZER INC COM Stock 717081103 64,177 5,453 9.29 2,513 18.09 0.6317
2021-05-10 2021-03-31 13F PFIZER INC COM Stock 717081103 58,724 3,596 6.52 2,128 18.03 0.5517
2020-07-27 2020-06-30 13F PFIZER INC COM Stock 717081103 55,128 5,505 11.09 1,803 11.30 0.5964
2020-04-27 2020-03-31 13F PFIZER INC COM Stock 717081103 49,623 4,863 10.86 1,620 -7.64 0.6403
2020-01-29 2019-12-31 13F PFIZER INC COM Stock 717081103 44,760 12,194 37.44 1,754 49.91 0.5606
2019-11-12 2019-09-30 13F PFIZER INC COM Stock 717081103 32,566 10,438 47.17 1,170 22.00 0.4065
2019-08-07 2019-06-30 13F PFIZER INC COM Stock 717081103 22,128 -96 -0.43 959 1.70 0.3566
2019-05-07 2019-03-31 13F PFIZER INC COM Stock 717081103 22,224 2,134 10.62 943 7.53 0.3961
2019-02-04 2018-12-31 13F PFIZER INC COM Stock 717081103 20,090 157 0.79 877 -0.23 0.4550
2018-11-13 2018-09-30 13F PFIZER INC COM Stock 717081103 19,933 -332 -1.64 879 19.59 0.4066
2018-08-13 2018-06-30 13F PFIZER INC COM COM 717081103 20,265 362 1.82 735 4.26 0.4087
2018-04-30 2018-03-31 13F PFIZER INC COM COM 717081103 19,903 13,391 205.64 705 200.00 0.4179
2018-02-22 2017-12-31 13F PFIZER INC COM COM 717081103 6,512 6,512 235 0.1689
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.