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%	1671
2025 Q4	$423K	Sell	17,000 -168,300	-91%	-$4.24M	﹤0.01%	2392
2025 Q3	$4.72M	Buy	+185,300	New	+$4.57M	﹤0.01%	1314
2024 Q4	–	Sell	-30,500	Closed	-$887K	–	3853
2024 Q3	$887K	Hold	30,500	–	–	﹤0.01%	2102
2024 Q2	$861K	Hold	30,500	–	–	﹤0.01%	2112
2024 Q1	$848K	Sell	30,500 -30,000	-50%	-$832K	﹤0.01%	2098
2023 Q4	$1.8M	Sell	60,500 -220,000	-78%	-$6.65M	﹤0.01%	1742
2023 Q3	$10.4M	Hold	280,500	–	–	﹤0.01%	977
2023 Q2	$11.3M	Hold	280,500	–	–	﹤0.01%	972
2023 Q1	$13.8M	Buy	+280,500	New	+$12.1M	0.01%	806
2022 Q3	–	Sell	-200	Closed	-$10	–	4344
2022 Q2	$10	Sell	200 -249,800	-100%	-$12.7M	﹤0.01%	3855
2022 Q1	$13.3M	Buy	+250,000	New	+$13M	0.01%	1012
2021 Q4	–	Sell	-400,500	Closed	-$17.6M	–	3769
2021 Q3	$17.6M	Buy	+400,500	New	+$17.7M	0.01%	1008
2021 Q1	–	Sell	-5,900	Closed	-$223K	–	5286
2020 Q4	$223K	Sell	5,900 -319	-5%	-$11.7K	﹤0.01%	3168
2020 Q3	$213K	Buy	+6,219	New	+$218K	﹤0.01%	2720
2019 Q3	–	Sell	-22,134	Closed	-$910K	–	4928
2019 Q2	$910K	Buy	+22,134	New	+$879K	﹤0.01%	2115
2017 Q2	–	Sell	-6,535	Closed	-$212K	–	4252
2017 Q1	$212K	Buy	+6,535	New	+$206K	﹤0.01%	2435
2014 Q2	–	Sell	-15,810	Closed	-$482K	–	4778
2014 Q1	$482K	Buy	+15,810	New	+$471K	﹤0.01%	2068

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 2,941 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.
2,941 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.