Position in PFE
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$1,021,241
+$115,703 QoQ
Shares Held
36,369
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
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 Mar 31, 2026TruWealth Advisors, LLC holds $85,956,222 across 7 Drug Manufacturers - General names. PFE ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
35,900 | $33,019,743 | |
| 2 | ABBV |
AbbVie Inc.
|
90,190 | $19,615,423 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
257,538 | $15,619,679 | |
| 4 | GSK |
GSK plc
|
269,102 | $14,851,739 | |
| 5 | JNJ |
Johnson & Johnson
|
5,451 | $1,332,442 | |
| 6 | PFE |
Pfizer Inc
This page
|
36,369 | $1,021,241 | |
| 7 | MRK |
Merck & Co., Inc.
|
4,123 | $495,955 |
All Filings in PFE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,021,241 | 36,369 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $905,538 | 36,367 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $962,838 | 37,788 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $952,050 | 39,276 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $995,203 | 39,274 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,041,912 | 39,273 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,145,474 | 39,581 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,107,448 | 39,580 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,098,705 | 39,593 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,169,593 | 40,625 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,354,496 | 40,835 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,526,144 | 41,607 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,761,866 | 43,183 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,283,818 | 44,571 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,886,843 | 43,118 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,260,624 | 43,117 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,174,236 | 41,998 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,477,501 | 41,956 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,804,656 | 41,959 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,648,949 | 42,108 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,497,204 | 41,325 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,548,854 | 42,077 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||