TruWealth Advisors, LLC

SEC CIK: 0001834985
Latest filing: Apr 9, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by TruWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overview All 13F holders of PFE Full Q1 2026 holdings

Shares (Q1 2026): 36,369
Value: $1.02M
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of PFE by TruWealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	36,369	$1.02M	<0.1%	+20.0%	Added	Holders
Q4 2025	36,367	$905.5K	<0.1%	−1,421−3.8%	Reduced	Holders
Q3 2025	37,788	$962.8K	<0.1%	−1,488−3.8%	Reduced	Holders
Q2 2025	39,276	$952.1K	0.1%	+20.0%	Added	Holders
Q1 2025	39,274	$995.2K	0.1%	+10.0%	Added	Holders
Q4 2024	39,273	$1.04M	0.1%	−308−0.8%	Reduced	Holders
Q3 2024	39,581	$1.15M	0.1%	+10.0%	Added	Holders
Q2 2024	39,580	$1.11M	0.1%	−130.0%	Reduced	Holders
Q1 2024	39,593	$1.10M	0.1%	−1,032−2.5%	Reduced	Holders
Q4 2023	40,625	$1.17M	0.1%	−210−0.5%	Reduced	Holders
Q3 2023	40,835	$1.35M	0.1%	−772−1.9%	Reduced	Holders
Q2 2023	41,607	$1.53M	0.1%	−1,576−3.6%	Reduced	Holders
Q1 2023	43,183	$1.76M	0.2%	−1,388−3.1%	Reduced	Holders
Q4 2022	44,571	$2.28M	0.2%	+1,453+3.4%	Added	Holders
Q3 2022	43,118	$1.89M	0.2%	+10.0%	Added	Holders
Q2 2022	43,117	$2.26M	0.2%	+1,119+2.7%	Added	Holders
Q1 2022	41,998	$2.17M	0.2%	+42+0.1%	Added	Holders
Q4 2021	41,956	$2.48M	0.3%	−30.0%	Reduced	Holders
Q3 2021	41,959	$1.80M	0.2%	−149−0.4%	Reduced	Holders
Q2 2021	42,108	$1.65M	0.2%	+783+1.9%	Added	Holders
Q1 2021	41,325	$1.50M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.