Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionHarwood Advisory Group, LLC
Latest Disclosed Ownership1,350 shares
Latest Disclosed Value $ 37,917
Harwood Advisory Group, LLC reports 0.30% increase in ownership of PFE / Pfizer Inc.

On May 1, 2026 - Harwood Advisory Group, LLC filed a 13F-HR form disclosing ownership of 1,350 shares of Pfizer Inc. (US:PFE) valued at $37,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,346 shares of Pfizer Inc.. This represents a change in shares of 0.30% during the quarter. The current value of the position is $35,154 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)
2026-05-01 2026-03-31 13F PFIZER COM 717081103 1,350 4 0.30 38 12.12 0.0118
2026-01-22 2025-12-31 13F PFIZER COM 717081103 1,346 4 0.30 34 -2.94 0.0104
2025-10-16 2025-09-30 13F PFIZER COM 717081103 1,342 3 0.22 34 6.25 0.0109
2025-08-14 2025-06-30 13F PFIZER COM 717081103 1,339 -205 -13.28 32 -20.00 0.0112
2025-08-18 2025-03-31 13F PFIZER COM 717081103 1,544 0 0.00 41 0.00 0.0138
2025-09-02 2024-12-31 13F/A-1 PFIZER COM 717081103 1,544 -1,574 -50.48 41 -55.56 0.0138
2025-08-15 2024-12-31 13F PFIZER COM 717081103 1,544 -1,574 41 0.0138
2024-11-08 2024-09-30 13F PFIZER COM 717081103 3,118 3,118 90 0.0248
2023-07-12 2023-06-30 13F PFIZER COM 717081103 0 -5,179 -100.00 0 -100.00
2023-04-18 2023-03-31 13F PFIZER COM 717081103 5,179 -517 -9.08 213 -21.69 0.0578
2023-01-17 2022-12-31 13F PFIZER COM 717081103 5,696 -172 -2.93 273 6.25 0.0706
2022-10-18 2022-09-30 13F PFIZER COM 717081103 5,868 -531 -8.30 256 -19.50 0.0640
2022-08-03 2022-06-30 13F PFIZER COM 717081103 6,399 120 1.91 318 -2.15 0.0643
2022-05-04 2022-03-31 13F PFIZER COM 717081103 6,279 -231 -3.55 325 -7.67 0.0534
2022-01-21 2021-12-31 13F PFIZER COM 717081103 6,510 -281 -4.14 352 20.55 0.0555
2021-10-27 2021-09-30 13F PFIZER COM 717081103 6,791 -4,708 -40.94 292 -35.11 0.0467
2021-08-12 2021-06-30 13F PFIZER COM 717081103 11,499 303 2.71 450 11.11 0.0732
2021-05-17 2021-03-31 13F PFIZER COM 717081103 11,196 -354 -3.06 405 -4.71 0.0707
2021-02-16 2020-12-31 13F PFIZER COM 717081103 11,550 660 6.06 425 6.52 0.0798
2020-10-16 2020-09-30 13F PFIZER INC COM COM 717081103 10,890 -3,620 -24.95 399 -15.82 0.0862
2020-08-06 2020-06-30 13F PFIZER INC COM COM 717081103 14,510 -5,543 -27.64 474 -27.52 0.1207
2020-05-01 2020-03-31 13F PFIZER INC COM COM 717081103 20,053 -40,469 -66.87 654 -72.42 0.2079
2020-02-14 2019-12-31 13F PFIZER COM 717081103 60,522 2,552 4.40 2,371 13.83 0.6318
2019-10-16 2019-09-30 13F PFIZER COM 717081103 57,970 1,961 3.50 2,083 -14.14 0.6165
2019-08-07 2019-06-30 13F PFIZER COM 717081103 56,009 945 1.72 2,426 3.72 0.7509
2019-05-01 2019-03-31 13F PFIZER COM 717081103 55,064 1,799 3.38 2,339 0.69 0.7705
2019-01-25 2018-12-31 13F PFIZER COM 717081103 53,265 581 1.10 2,323 0.09 1.6215
2018-10-23 2018-09-30 13F PFIZER COM 717081103 52,684 7,403 16.35 2,321 40.84 1.2986
2018-08-16 2018-06-30 13F PFIZER COM 717081103 45,281 8,165 22.00 1,648 25.32 1.0709
2018-05-08 2018-03-31 13F PFIZER COM 717081103 37,116 4,052 12.26 1,315 9.95 0.9518
2018-02-13 2017-12-31 13F PFIZER INC COM COM 717081103 33,064 6,616 25.02 1,196 26.69 0.5120
2017-11-09 2017-09-30 13F PFIZER INC COM COM 717081103 26,448 5,130 24.06 944 31.84 0.9131
2017-07-17 2017-06-30 13F PFIZER INC COM COM 717081103 21,318 8,062 60.82 716 58.06 0.3955
2017-04-24 2017-03-31 13F PFIZER INC COM COM 717081103 13,256 3,005 29.31 453 36.04 0.2628
2017-01-09 2016-12-31 13F PFIZER INC COM COM 717081103 10,251 479 4.90 333 0.60 0.2236
2016-10-14 2016-09-30 13F PFIZER INC COM COM 717081103 9,772 -4,119 -29.65 331 -32.31 0.2557
2016-08-11 2016-06-30 13F PFIZER INC COM COM 717081103 13,891 13,891 489 0.4173
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.