Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership237,118 shares
Latest Disclosed Value $ 6,658,268
EP Wealth Advisors, Inc. reports 8.35% decrease in ownership of PFE / Pfizer Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 237,118 shares of Pfizer Inc. (US:PFE) valued at $6,658,273 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 258,734 shares of Pfizer Inc.. This represents a change in shares of -8.35% during the quarter. The current value of the position is $6,174,553 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)
2026-05-14 2026-03-31 13F PFIZER COM 717081103 237,118 -21,616 -8.35 6,658 3.35 0.0327
2026-02-18 2025-12-31 13F PFIZER COM 717081103 258,734 -17,819 -6.44 6,442 -3.89 0.0335
2025-08-14 2025-06-30 13F PFIZER COM 717081103 276,553 -2,794 -1.00 6,704 -5.30 0.0441
2025-05-15 2025-03-31 13F PFIZER COM 717081103 279,347 -29,454 -9.54 7,079 -13.60 0.0565
2025-02-14 2024-12-31 13F PFIZER COM 717081103 308,801 -8,104 -2.56 8,192 -10.67 0.0669
2024-11-15 2024-09-30 13F PFIZER COM 717081103 316,905 -18,336 -5.47 9,171 -2.23 0.0788
2024-08-19 2024-06-30 13F PFIZER COM 717081103 335,241 -821 -0.24 9,380 0.59 0.0997
2024-05-14 2024-03-31 13F PFIZER COM 717081103 336,062 2,864 0.86 9,326 -2.78 0.1090
2024-02-28 2023-12-31 13F PFIZER COM 717081103 333,198 -28,928 -7.99 9,593 -20.14 0.1224
2023-11-24 2023-09-30 13F PFIZER COM 717081103 362,126 358,876 11,042.34 12,012 -7.88 0.1863
2023-08-14 2023-06-30 13F PFIZER COM 717081103 3,250 -286,701 -98.88 13,039 -75.33 0.1880
2023-06-05 2023-03-31 13F PFIZER COM 717081103 289,951 129,337 80.53 52,858 542.34 0.9091
2023-06-12 2022-12-31 13F PFIZER COM 717081103 160,614 13,919 9.49 8,230 28.20 0.1483
2022-12-02 2022-09-30 13F PFIZER COM 717081103 146,695 38,973 36.18 6,419 13.65 0.1456
2022-08-11 2022-06-30 13F PFIZER COM 717081103 107,722 11,621 12.09 5,648 13.53 0.1272
2022-05-20 2022-03-31 13F PFIZER COM 717081103 96,101 -3,940 -3.94 4,975 -15.78 0.1092
2022-02-17 2021-12-31 13F PFIZER COM 717081103 100,041 3,639 3.77 5,907 42.47 0.1396
2021-11-23 2021-09-30 13F/A-1 PFIZER COM 717081103 96,402 -2,817 -2.84 4,146 6.72 0.1137
2021-11-16 2021-09-30 13F PFIZER COM 717081103 5,763 -93,456 4,146 0.1137
2021-08-24 2021-06-30 13F PFIZER COM 717081103 99,219 464 0.47 3,885 8.58 0.1077
2021-05-17 2021-03-31 13F PFIZER COM 717081103 98,755 2,502 2.60 3,578 0.99 0.1138
2021-02-18 2020-12-31 13F PFIZER COM 717081103 96,253 7,171 8.05 3,543 8.38 0.1246
2020-11-17 2020-09-30 13F PFIZER COM 717081103 89,082 3,617 4.23 3,269 16.96 0.1407
2020-08-14 2020-06-30 13F PFIZER COM 717081103 85,465 -13,057 -13.25 2,795 -13.09 0.1194
2020-05-18 2020-03-31 13F PFIZER COM 717081103 98,522 -11,608 -10.54 3,216 -25.47 0.1574
2020-02-14 2019-12-31 13F PFIZER COM 717081103 110,130 22,340 25.45 4,315 36.81 0.1777
2019-11-18 2019-09-30 13F PFIZER COM 717081103 87,790 -370 -0.42 3,154 -17.41 0.1564
2019-08-27 2019-06-30 13F PFIZER COM 717081103 88,160 19,280 27.99 3,819 30.56 0.2386
2019-05-20 2019-03-31 13F PFIZER COM 717081103 68,880 4,782 7.46 2,925 4.54 0.2812
2019-02-15 2018-12-31 13F PFIZER COM 717081103 64,098 7,056 12.37 2,798 11.30 0.2158
2018-11-15 2018-09-30 13F PFIZER COM 717081103 57,042 31,976 127.57 2,514 176.57 0.1964
2018-08-14 2018-06-30 13F PFIZER COM 717081103 25,066 1,815 7.81 909 10.18 0.0858
2018-05-15 2018-03-31 13F PFIZER COM 717081103 23,251 7,887 51.33 825 48.38 0.0797
2018-02-15 2017-12-31 13F PFIZER COM 717081103 15,364 46 0.30 556 1.65 0.0587
2017-11-15 2017-09-30 13F PFIZER COM 717081103 15,318 240 1.59 547 8.10 0.0632
2017-08-17 2017-06-30 13F PFIZER COM 717081103 15,078 -906 -5.67 506 -7.50 0.0620
2017-05-15 2017-03-31 13F PFIZER COM 717081103 15,984 -4,295 -21.18 547 -11.49 0.0754
2017-02-15 2016-12-31 13F PFIZER COM 717081103 20,279 -441 -2.13 618 -11.97 0.0903
2016-11-14 2016-09-30 13F PFIZER COM 717081103 20,720 4,696 29.31 702 24.47 0.1097
2016-08-15 2016-06-30 13F PFIZER COM 717081103 16,024 -760 -4.53 564 13.48 0.0899
2016-05-16 2016-03-31 13F PFIZER COM 717081103 16,784 -2,353 -12.30 497 -19.58 0.0762
2016-02-16 2015-12-31 13F PFIZER COM 717081103 19,137 103 0.54 618 3.34 0.1039
2015-11-17 2015-09-30 13F PFIZER COM 717081103 19,034 389 2.09 598 -4.32 0.1140
2015-08-14 2015-06-30 13F Pfizer Common 717081103 18,645 -24 -0.13 625 -3.70 0.1172
2015-05-15 2015-03-31 13F Pfizer Common 717081103 18,669 -2,688 -12.59 649 -2.41 0.1221
2015-02-17 2014-12-31 13F Pfizer Common 717081103 21,357 -1,565 -6.83 665 -1.92 0.1096
2014-11-12 2014-09-30 13F Pfizer Common 717081103 22,922 -1,982 -7.96 678 -8.25 0.1098
2014-07-25 2014-06-30 13F Pfizer Common 717081103 24,904 -3,985 -13.79 739 -20.37 0.1717
2014-05-15 2014-03-31 13F PfizerInc. Common 717081103 28,889 2,229 8.36 928 13.59 0.2538
2014-02-14 2013-12-31 13F Pfizer Common 717081103 26,660 3,732 16.28 817 23.98 0.2119
2013-11-14 2013-09-30 13F Pfizer Common 717081103 22,928 2,692 13.30 659 16.23 0.2071
2013-08-14 2013-06-30 13F Pfizer Common 717081103 20,236 20,236 567 0.2046
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.