MC
PFE icon

Montag & Caldwell’s Pfizer PFE Stock Holding History

Montag & Caldwell’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
2025
Q2 		$3.64K Hold
150
– – ﹤0.01% 112
2025
Q1 		$3.8K Hold
150
– – ﹤0.01% 124
2024
Q4 		$3.98K Buy
+150
New +$4.07K ﹤0.01% 130
2014
Q2 		– Sell
-6,800
Closed -$207K – 106
2014
Q1 		$207K Buy
+6,800
New +$203K ﹤0.01% 102

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Montag & Caldwell's PFE Position: Q2 2025 in Review

Montag & Caldwell held its Pfizer (PFE) position steady in Q2 2025 at 150 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

Montag & Caldwell first reported a position in PFE in Q1 2014 and has held it in 4 quarters since. The position peaked at $207K in Q1 2014. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Montag & Caldwell held 150 shares of Pfizer worth $3.64K as of Q2 2025.
  • Montag & Caldwell left its Pfizer share count unchanged in Q2 2025.
  • Pfizer made up ﹤0.01% of Montag & Caldwell's portfolio in Q2 2025, its #112 holding.
  • Montag & Caldwell first reported a position in Pfizer in Q1 2014 and has held it in 4 quarters since.
  • Montag & Caldwell's Pfizer position peaked at $207K in Q1 2014.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.