Bank of Montreal’s Pfizer PFE Stock Holding History

Bank of Montreal’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	$1.99M	Buy	71,000 +54,000	+318%	+$1.44M	﹤0.01%	1670
2025 Q4	$423K	Buy	+17,000	New	+$429K	﹤0.01%	2391
2022 Q1	–	Sell	-150,000	Closed	-$8.82M	–	4258
2021 Q4	$8.82M	Buy	+150,000	New	+$7.43M	﹤0.01%	1005
2021 Q1	–	Sell	-105,700	Closed	-$3.99M	–	5285
2020 Q4	$3.99M	Buy	+105,700	New	+$3.88M	﹤0.01%	1513
2020 Q3	–	Sell	-228,296	Closed	-$7.25M	–	4892
2020 Q2	$7.25M	Buy	+228,296	New	+$7.76M	0.01%	1000
2020 Q1	–	Sell	-147,560	Closed	-$5.49M	–	4553
2019 Q4	$5.49M	Buy	+147,560	New	+$5.26M	﹤0.01%	1295
2019 Q3	–	Sell	-222,394	Closed	-$9.14M	–	4927
2019 Q2	$9.14M	Buy	+222,394	New	+$8.83M	0.01%	936
2019 Q1	–	Sell	-30,724	Closed	-$1.27M	–	4634
2018 Q4	$1.27M	Buy	+30,724	New	+$1.28M	﹤0.01%	1770
2017 Q2	–	Sell	-369	Closed	-$12K	–	4251
2017 Q1	$12K	Hold	369	–	–	﹤0.01%	3504
2016 Q4	$11K	Buy	+369	New	+$11.3K	﹤0.01%	3567
2016 Q3	–	Sell	-369	Closed	-$12K	–	4155
2016 Q2	$12K	Sell	369 -685	-65%	-$21.9K	﹤0.01%	3543
2016 Q1	$30K	Sell	1,054 -38,998	-97%	-$1.11M	﹤0.01%	3235
2015 Q4	$1.23M	Buy	+40,052	New	+$1.26M	﹤0.01%	1630
2014 Q2	–	Sell	-355,936	Closed	-$10.8M	–	4777
2014 Q1	$10.8M	Buy	+355,936	New	+$10.6M	0.01%	632

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of Montreal's PFE Position: Q1 2026 in Review

Bank of Montreal reduced its Pfizer (PFE) stake by 20% in Q1 2026, selling an estimated $52.6M and leaving 7,667,405 shares worth $215M. The position accounts for 0.08% of the portfolio, ranked #199.

Bank of Montreal first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $971M in Q3 2018. 2,946 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Bank of Montreal held 7,667,405 shares of Pfizer worth $215M as of Q1 2026.
Bank of Montreal sold 1,975,174 Pfizer shares in Q1 2026, an estimated $52.6M.
Pfizer made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #199 holding.
Bank of Montreal first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Pfizer position peaked at $971M in Q3 2018.
2,946 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.