TA
PFE icon

TruWealth Advisors’s Pfizer PFE Stock Holding History

TruWealth Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
36,369
+2
+0% +$53 0.05% 96
2025
Q4 		$906K Sell
36,367
-1,421
-4% -$35.8K 0.04% 102
2025
Q3 		$963K Sell
37,788
-1,488
-4% -$36.7K 0.05% 97
2025
Q2 		$952K Buy
39,276
+2
+0% +$47 0.05% 92
2025
Q1 		$995K Buy
39,274
+1
+0% +$26 0.06% 80
2024
Q4 		$1.04M Sell
39,273
-308
-0.8% -$8.35K 0.06% 79
2024
Q3 		$1.15M Buy
39,581
+1
+0% +$29 0.07% 78
2024
Q2 		$1.11M Sell
39,580
-13
-0% -$358 0.07% 78
2024
Q1 		$1.1M Sell
39,593
-1,032
-3% -$28.6K 0.08% 80
2023
Q4 		$1.17M Sell
40,625
-210
-0.5% -$6.35K 0.09% 73
2023
Q3 		$1.35M Sell
40,835
-772
-2% -$27.3K 0.12% 73
2023
Q2 		$1.53M Sell
41,607
-1,576
-4% -$61.3K 0.13% 69
2023
Q1 		$1.76M Sell
43,183
-1,388
-3% -$59.9K 0.16% 64
2022
Q4 		$2.28M Buy
44,571
+1,453
+3% +$69.7K 0.22% 63
2022
Q3 		$1.89M Buy
43,118
+1
+0% +$49 0.2% 61
2022
Q2 		$2.26M Buy
43,117
+1,119
+3% +$57K 0.24% 54
2022
Q1 		$2.17M Buy
41,998
+42
+0.1% +$2.18K 0.23% 54
2021
Q4 		$2.48M Sell
41,956
-3
-0% -$149 0.25% 48
2021
Q3 		$1.8M Sell
41,959
-149
-0.4% -$6.6K 0.2% 51
2021
Q2 		$1.65M Buy
42,108
+783
+2% +$30.4K 0.19% 50
2021
Q1 		$1.5M Sell
41,325
-752
-2% -$26.7K 0.2% 47
2020
Q4 		$1.55M Buy
+42,077
New +$1.54M 0.23% 41

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

TruWealth Advisors's PFE Position: Q1 2026 in Review

TruWealth Advisors increased its Pfizer (PFE) stake by 0.01% in Q1 2026, buying an estimated $53 and bringing the position to 36,369 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #96.

TruWealth Advisors first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.48M in Q4 2021. 2,955 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • TruWealth Advisors held 36,369 shares of Pfizer worth $1.02M as of Q1 2026.
  • TruWealth Advisors bought 2 Pfizer shares in Q1 2026, an estimated $53.
  • Pfizer made up 0.05% of TruWealth Advisors's portfolio in Q1 2026, its #96 holding.
  • TruWealth Advisors first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Pfizer position peaked at $2.48M in Q4 2021.
  • 2,955 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.