Position in PFE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$287,129
-$101,807 QoQ
Shares Held
11,924
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,158
of 2,821 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026TrueWealth Advisors, LLC holds $5,819,407 across 7 Drug Manufacturers - General names. PFE ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,086 | $1,302,581 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
7,468 | $943,507 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,109 | $913,506 | |
| 4 | AMGN |
Amgen Inc
|
2,317 | $839,032 | |
| 5 | JNJ |
Johnson & Johnson
|
3,092 | $785,275 | |
| 6 | ABBV |
AbbVie Inc.
|
2,974 | $748,377 | |
| 7 | PFE |
Pfizer Inc
This page
|
11,924 | $287,129 |
All Filings in PFE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,129 | 11,924 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $388,936 | 13,851 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $425,615 | 17,093 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $275,948 | 10,830 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $202,913 | 8,371 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $296,959 | 11,719 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $363,593 | 13,705 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $541,149 | 18,699 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $509,487 | 18,209 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $573,759 | 20,676 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $306,325 | 10,640 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $452,737 | 13,649 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $500,792 | 13,653 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $563,815 | 13,819 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $720,946 | 14,070 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $606,207 | 13,853 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $721,856 | 13,768 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $632,732 | 12,222 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $721,709 | 12,222 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $318,575 | 7,407 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $290,058 | 7,407 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $286,180 | 7,899 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||