Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership91,547 shares
Latest Disclosed Value $ 2,567,958
Meridian Wealth Management, LLC reports 23.51% increase in ownership of PFE / Pfizer Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 91,547 shares of Pfizer Inc. (US:PFE) valued at $2,570,640 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 74,120 shares of Pfizer Inc.. This represents a change in shares of 23.51% during the quarter. The current value of the position is $2,383,884 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)
2026-05-06 2026-03-31 13F PFIZER COM 717081103 91,547 17,427 23.51 2,568 39.13 0.0902
2026-02-04 2025-12-31 13F PFIZER COM 717081103 74,120 -1,875 -2.47 1,846 -5.14 0.0650
2025-11-04 2025-09-30 13F PFIZER COM 717081103 75,995 -1,580 -2.04 1,945 3.24 0.0746
2025-08-08 2025-06-30 13F PFIZER COM 717081103 77,575 -4,981 -6.03 1,885 -10.07 0.0805
2025-05-12 2025-03-31 13F PFIZER COM 717081103 82,556 -3,891 -4.50 2,096 -8.75 0.1015
2025-02-06 2024-12-31 13F PFIZER COM 717081103 86,447 -5,073 -5.54 2,297 -13.39 0.1087
2024-11-12 2024-09-30 13F PFIZER COM 717081103 91,520 91,520 2,651 0.1303
2024-04-25 2024-03-31 13F PFIZER COM 717081103 0 -122,344 -100.00 0 -100.00
2024-02-08 2023-12-31 13F PFIZER COM 717081103 122,344 -1,608 -1.30 3,525 -14.32 0.2251
2023-10-17 2023-09-30 13F PFIZER COM 717081103 123,952 58,091 88.20 4,113 70.31 0.2520
2023-08-02 2023-06-30 13F PFIZER COM 717081103 65,861 -3,700 -5.32 2,416 -14.90 0.2037
2023-05-15 2023-03-31 13F PFIZER COM 717081103 69,561 -9,959 -12.52 2,838 -30.34 0.2475
2023-02-14 2022-12-31 13F PFIZER COM 717081103 79,520 3,427 4.50 4,075 22.34 0.3989
2022-11-14 2022-09-30 13F PFIZER COM 717081103 76,093 -5,152 -6.34 3,330 -21.83 0.3583
2022-08-05 2022-06-30 13F PFIZER COM 717081103 81,245 9,684 13.53 4,260 14.98 0.3485
2022-05-12 2022-03-31 13F PFIZER COM 717081103 71,561 772 1.09 3,705 -11.36 0.4049
2022-01-27 2021-12-31 13F PFIZER COM 717081103 70,789 -3,771 -5.06 4,180 30.34 0.4463
2021-10-15 2021-09-30 13F PFIZER COM 717081103 74,560 10,436 16.27 3,207 27.72 0.3956
2021-07-22 2021-06-30 13F PFIZER COM 717081103 64,124 6,244 10.79 2,511 19.74 0.3200
2021-05-07 2021-03-31 13F PFIZER COM 717081103 57,880 1,911 3.41 2,097 1.80 0.3052
2021-01-19 2020-12-31 13F PFIZER COM 717081103 55,969 25,623 84.44 2,060 85.09 0.3269
2020-10-09 2020-09-30 13F PFIZER COM 717081103 30,346 5,163 20.50 1,113 35.24 0.2729
2020-07-15 2020-06-30 13F PFIZER COM 717081103 25,183 10,379 70.11 823 70.39 0.2755
2020-04-16 2020-03-31 13F PFIZER COM 717081103 14,804 2,216 17.60 483 -2.03 0.2140
2020-01-09 2019-12-31 13F PFIZER COM 717081103 12,588 148 1.19 493 10.29 0.2371
2019-11-08 2019-09-30 13F PFIZER COM 717081103 12,440 64 0.52 447 -91.66 0.2104
2019-07-19 2019-06-30 13F PFIZER COM 717081103 12,376 371 3.09 5,362 951.37 0.2170
2019-06-03 2019-03-31 13F/A-1 PFIZER COM 717081103 12,005 -1,264 -9.53 510 -11.92 0.2321
2019-05-15 2019-03-31 13F PFIZER COM 717081103 12,005 -1,264 5,099
2019-02-05 2018-12-31 13F PFIZER COM 717081103 13,269 4,248 47.09 579 45.48 0.3410
2018-10-19 2018-09-30 13F PFIZER COM 717081103 9,021 -4,070 -31.09 398 -16.21 0.1711
2018-08-06 2018-06-30 13F PFIZER COM 717081103 13,091 441 3.49 475 5.79 0.2235
2018-05-08 2018-03-31 13F PFIZER COM 717081103 12,650 1,603 14.51 449 12.25 0.2239
2018-01-30 2017-12-31 13F PFIZER COM 717081103 11,047 189 1.74 400 2.30 0.2465
2017-10-31 2017-09-30 13F PFIZER COM 717081103 10,858 -1,108 -9.26 391 -2.74 0.2479
2017-07-25 2017-06-30 13F PFIZER COM 717081103 11,966 57 0.48 402 -1.23 0.2547
2017-05-17 2017-03-31 13F/A-1 PFIZER COM 717081103 11,909 3,545 42.38 407 51.30 0.2440
2017-05-15 2017-03-31 13F PFIZER Common 717081103 407,394 407
2017-02-13 2016-12-31 13F PFIZER COM 717081103 8,364 8,364 269 0.2133
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.