Pfizer Inc.
US ˙ NYSE ˙ US7170811035

SecurityPFE / Pfizer Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership97,858 shares
Latest Disclosed Value $ 2,493,418
Wetherby Asset Management Inc reports 12.56% increase in ownership of PFE / Pfizer Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 97,858 shares of Pfizer Inc. (US:PFE) valued at $2,493,422 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 86,941 shares of Pfizer Inc.. This represents a change in shares of 12.56% during the quarter. The current value of the position is $2,548,222 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.

Upgrade to unlock premium data and export to Excel .

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)
2025-11-14 2025-09-30 13F PFIZER COM 717081103 97,858 10,917 12.56 2,493 18.32 0.1018
2025-08-14 2025-06-30 13F PFIZER COM 717081103 86,941 3,762 4.52 2,107 -4.49 0.0938
2025-02-14 2024-12-31 13F PFIZER COM 717081103 83,179 -35,112 -29.68 2,207 -35.55 0.1058
2024-11-14 2024-09-30 13F PFIZER COM 717081103 118,291 -5,450 -4.40 3,423 -1.13 0.1565
2024-08-14 2024-06-30 13F PFIZER COM 717081103 123,741 8,483 7.36 3,462 8.26 0.1632
2024-05-15 2024-03-31 13F PFIZER COM 717081103 115,258 -20,351 -15.01 3,198 -18.08 0.1524
2024-02-14 2023-12-31 13F PFIZER COM 717081103 135,609 -7,828 -5.46 3,904 -17.93 0.2034
2023-11-14 2023-09-30 13F PFIZER COM 717081103 143,437 -12,125 -7.79 4,758 -16.63 0.2698
2023-08-14 2023-06-30 13F PFIZER COM 717081103 155,562 9,084 6.20 5,706 -4.52 0.3073
2023-05-12 2023-03-31 13F PFIZER COM 717081103 146,478 -8,335 -5.38 5,976 -24.66 0.3497
2023-02-14 2022-12-31 13F PFIZER COM 717081103 154,813 7,180 4.86 7,933 22.79 0.5095
2022-11-14 2022-09-30 13F PFIZER COM 717081103 147,633 -1,179 -0.79 6,460 -17.21 0.4555
2022-08-15 2022-06-30 13F PFIZER COM 717081103 148,812 4,272 2.96 7,803 4.28 0.5326
2022-05-16 2022-03-31 13F PFIZER COM 717081103 144,540 4,053 2.88 7,483 -9.80 0.4288
2022-02-14 2021-12-31 13F PFIZER COM 717081103 140,487 6,711 5.02 8,296 44.18 0.4658
2021-11-15 2021-09-30 13F PFIZER COM 717081103 133,776 603 0.45 5,754 10.34 0.3551
2021-08-16 2021-06-30 13F PFIZER COM 717081103 133,173 7,693 6.13 5,215 14.72 0.3182
2021-05-14 2021-03-31 13F PFIZER COM 717081103 125,480 -13,361 -9.62 4,546 -11.05 0.3465
2021-02-11 2020-12-31 13F PFIZER COM 717081103 138,841 13,473 10.75 5,111 11.08 0.3466
2020-12-16 2020-09-30 13F/A-01 PFIZER COM 717081103 125,368 -3,112 -2.42 4,601 9.52 0.4217
2020-11-13 2020-09-30 13F PFIZER COM 717081103 131,808 3,328 4,837 307,675.6715
2020-08-14 2020-06-30 13F PFIZER COM 717081103 128,480 8,432 7.02 4,201 7.20 0.3982
2020-05-06 2020-03-31 13F PFIZER COM 717081103 120,048 -8,712 -6.77 3,919 -22.30 0.4399
2020-01-28 2019-12-31 13F PFIZER COM 717081103 128,760 486 0.38 5,044 9.44 0.4968
2019-10-31 2019-09-30 13F PFIZER COM 717081103 128,274 -14,928 -10.42 4,609 -25.70 0.4812
2019-07-25 2019-06-30 13F PFIZER COM 717081103 143,202 4,674 3.37 6,203 5.44 0.6790
2019-07-25 2019-03-31 13F/A-1 PFIZER COM 717081103 138,528 -131 -0.09 5,883 -2.79 0.7326
2019-05-09 2019-03-31 13F PFIZER COM 717081103 138,528 -131 5,883
2019-01-30 2018-12-31 13F PFIZER COM 717081103 138,659 1,688 1.23 6,052 0.27 0.8560
2018-11-07 2018-09-30 13F PFIZER COM 717081103 136,971 1,986 1.47 6,036 23.26 0.7456
2018-07-24 2018-06-30 13F PFIZER COM 717081103 134,985 724 0.54 4,897 2.79 0.6629
2018-05-04 2018-03-31 13F PFIZER COM 717081103 134,261 -907 -0.67 4,764 -2.68 0.6576
2018-02-09 2017-12-31 13F PFIZER COM 717081103 135,168 1,115 0.83 4,895 2.30 0.6792
2017-11-13 2017-09-30 13F PFIZER COM 717081103 134,053 -30 -0.02 4,785 6.24 0.7118
2017-08-01 2017-06-30 13F PFIZER COM 717081103 134,083 6,845 5.38 4,504 3.47 0.7663
2017-04-27 2017-03-31 13F PFIZER COM 717081103 127,238 -7,010 -5.22 4,353 -0.18 0.7828
2017-02-08 2016-12-31 13F PFIZER COM 717081103 134,248 1,421 1.07 4,361 -3.05 0.8541
2016-11-14 2016-09-30 13F PFIZER COM 717081103 132,827 3,313 2.56 4,498 -1.36 0.9099
2016-08-10 2016-06-30 13F PFIZER COM 717081103 129,514 3,587 2.85 4,560 22.15 1.0109
2016-05-10 2016-03-31 13F PFIZER COM 717081103 125,927 5,121 4.24 3,733 -4.28 0.8798
2016-02-08 2015-12-31 13F PFIZER COM 717081103 120,806 -2,110 -1.72 3,900 1.01 0.9350
2015-11-12 2015-09-30 13F PFIZER COM 717081103 122,916 1,200 0.99 3,861 -5.39 0.9892
2015-08-12 2015-06-30 13F PFIZER COM 717081103 121,716 4,360 3.72 4,081 -0.05 0.9811
2015-05-08 2015-03-31 13F PFIZER COM 717081103 117,356 3,650 3.21 4,083 15.27 0.9940
2015-02-12 2014-12-31 13F PFIZER COM 717081103 113,706 544 0.48 3,542 5.83 0.8908
2014-11-03 2014-09-30 13F PFIZER COM 717081103 113,162 3,367 3.07 3,347 2.70 0.9331
2014-08-01 2014-06-30 13F PFIZER COM 717081103 109,795 -4,593 -4.02 3,259 -11.30 0.9200
2014-05-05 2014-03-31 13F/A-1 PFIZER COM 717081103 114,388 175 0.15 3,674 5.03 1.0531
2014-04-30 2014-03-31 13F PFIZER COM 717081103 114,388 3,674
2014-01-29 2013-12-31 13F PFIZER COM 717081103 114,213 -337 -0.29 3,498 6.32 0.9976
2013-10-29 2013-09-30 13F PFIZER COM 717081103 114,550 489 0.43 3,290 3.01 1.0265
2013-07-24 2013-06-30 13F PFIZER COM 717081103 114,061 114,061 3,194 1.1132
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.