화이자 주식회사
CL ˙ SNSE ˙ US7170811035
SecurityCL:PFE / Pfizer Inc.
InstitutionSWS Partners
Latest Disclosed Ownership77,309 shares
Latest Disclosed Value $ 2,170,840
SWS Partners reports 14.98% increase in ownership of PFE / Pfizer Inc.

On April 21, 2026 - SWS Partners filed a 13F-HR form disclosing ownership of 77,309 shares of Pfizer Inc. (CL:PFE) valued at $2,170,840 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 67,237 shares of Pfizer Inc.. This represents a change in shares of 14.98% during the quarter.

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)
2026-04-21 2026-03-31 13F PFIZER COM 717081103 77,309 10,072 14.98 2,171 29.63 0.5354
2026-01-16 2025-12-31 13F PFIZER COM 717081103 67,237 -11,865 -15.00 1,674 -16.92 0.4041
2025-10-16 2025-09-30 13F PFIZER COM 717081103 79,102 3,989 5.31 2,016 10.71 0.4919
2025-07-17 2025-06-30 13F PFIZER COM 717081103 75,113 -5,803 -7.17 1,821 -11.22 0.4913
2025-05-27 2025-03-31 13F/A-1 PFIZER COM 717081103 80,916 2,060 2.61 2,050 -2.01 0.6729
2025-05-19 2025-03-31 13F PFIZER COM 717081103 78,855 -1 2,092 0.6335
2025-02-06 2024-12-31 13F PFIZER COM 717081103 78,856 -14 -0.02 2,092 -8.33 0.6335
2024-10-15 2024-09-30 13F PFIZER COM 717081103 78,870 -11,756 -12.97 2,282 -9.94 0.7271
2024-07-17 2024-06-30 13F PFIZER COM 717081103 90,626 -4,957 -5.19 2,534 -4.45 0.7575
2024-04-30 2024-03-31 13F Pfizer PFE-US 717081103 95,583 9,735 11.34 2,652 7.32 0.7931
2024-02-13 2023-12-31 13F Pfizer PFE-US 717081103 85,848 16,745 24.23 2,472 7.81 0.8056
2023-11-09 2023-09-30 13F Pfizer PFE-US 717081103 69,103 -222 -0.32 2,292 -9.73 0.8473
2023-08-17 2023-06-30 13F/A-2 Pfizer COM 717081103 69,325 8,594 14.15 2,539 2.50 0.9159
2023-08-10 2023-06-30 13F/A-1 Coca Cola COM 717081103 35,267 -25,464 2,138 0.8089
2023-07-26 2023-06-30 13F Pfizer COM 717081103 69,325 8,594 2,539 0.9110
2023-05-09 2023-03-31 13F Pfizer COM 717081103 60,731 60,731 2,478 0.9224
2022-07-28 2022-06-30 13F Pfizer COM 717081103 0 -1,000 -100.00 0 -100.00
2022-05-05 2022-03-31 13F Pfizer COM 717081103 1,000 1,000 52 0.0340
2020-05-14 2020-03-31 13F PFIZER COM 717081103 0 -14,794 -100.00 0 -100.00
2019-11-15 2019-09-30 13F PFIZER COM 717081103 14,794 14,794 583 0.0212
2018-08-13 2018-06-30 13F PFIZER COM 717081103 0 -2,018 -100.00 0 -100.00
2018-05-15 2018-03-31 13F PFIZER COM 717081103 2,018 -622 -23.56 71 -26.04 0.0523
2018-02-15 2017-12-31 13F PFIZER COM 717081103 2,640 2,640 96 0.0721
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.