Monte Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.66M | Sell |
237,227
-3,061
| -1% | -$81.5K | 2.37% | 8 |
|
|
2025
Q4 | $5.98M | Sell |
240,288
-18,345
| -7% | -$463K | 2.23% | 16 |
|
|
2025
Q3 | $6.59M | Buy |
258,633
+28,133
| +12% | +$694K | 2.42% | 8 |
|
|
2025
Q2 | $5.59M | Sell |
230,500
-21,567
| -9% | -$503K | 2.17% | 20 |
|
|
2025
Q1 | $5.58M | Buy |
252,067
+43,740
| +21% | +$1.14M | 2.44% | 14 |
|
|
2024
Q4 | $5.53M | Buy |
208,327
+12,883
| +7% | +$349K | 2.37% | 16 |
|
|
2024
Q3 | $5.66M | Sell |
195,444
-6,417
| -3% | -$187K | 2.35% | 18 |
|
|
2024
Q2 | $5.65M | Buy |
201,861
+13,144
| +7% | +$362K | 2.49% | 13 |
|
|
2024
Q1 | $5.24M | Buy |
188,717
+23,981
| +15% | +$665K | 2.29% | 19 |
|
|
2023
Q4 | $4.74M | Buy |
164,736
+25,001
| +18% | +$756K | 2.21% | 22 |
|
|
2023
Q3 | $4.64M | Buy |
139,735
+10,491
| +8% | +$371K | 2.35% | 20 |
|
|
2023
Q2 | $4.74M | Buy |
129,244
+13,072
| +11% | +$509K | 2.31% | 23 |
|
|
2023
Q1 | $4.74M | Buy |
116,172
+6,124
| +6% | +$264K | 2.51% | 18 |
|
|
2022
Q4 | $5.64M | Buy |
110,048
+3,103
| +3% | +$149K | 2.9% | 9 |
|
|
2022
Q3 | $4.68M | Buy |
106,945
+2,907
| +3% | +$141K | 2.87% | 10 |
|
|
2022
Q2 | $5.46M | Buy |
104,038
+243
| +0.2% | +$12.4K | 3.19% | 8 |
|
|
2022
Q1 | $5.37M | Sell |
103,795
-15,669
| -13% | -$813K | 2.86% | 13 |
|
|
2021
Q4 | $7.05M | Sell |
119,464
-3,309
| -3% | -$164K | 3.71% | 2 |
|
|
2021
Q3 | $5.28M | Sell |
122,773
-5,154
| -4% | -$228K | 3.03% | 9 |
|
|
2021
Q2 | $5.01M | Buy |
127,927
+519
| +0.4% | +$20.2K | 2.86% | 10 |
|
|
2021
Q1 | $4.62M | Buy |
127,408
+19,302
| +18% | +$685K | 2.83% | 12 |
|
|
2020
Q4 | $3.98M | Sell |
108,106
-4,293
| -4% | -$157K | 2.71% | 11 |
|
|
2020
Q3 | $3.91M | Sell |
112,399
-3,675
| -3% | -$129K | 2.96% | 8 |
|
|
2020
Q2 | $3.6M | Buy |
116,074
+17,643
| +18% | +$599K | 2.85% | 12 |
|
|
2020
Q1 | $3.05M | Buy |
98,431
+83,072
| +541% | +$2.83M | 2.95% | 12 |
|
|
2019
Q4 | $571K | Sell |
15,359
-221
| -1% | -$7.87K | 0.42% | 50 |
|
|
2019
Q3 | $531K | Sell |
15,580
-345
| -2% | -$12.5K | 0.43% | 49 |
|
|
2019
Q2 | $655K | Sell |
15,925
-1,340
| -8% | -$53.2K | 0.56% | 39 |
|
|
2019
Q1 | $696K | Hold |
17,265
| – | – | 0.61% | 39 |
|
|
2018
Q4 | $715K | Buy |
17,265
+315
| +2% | +$13.1K | 0.76% | 34 |
|
|
2018
Q3 | $709K | Sell |
16,950
-4,129
| -20% | -$159K | 0.66% | 37 |
|
|
2018
Q2 | $726K | Sell |
21,079
-1,763
| -8% | -$60.2K | 0.74% | 34 |
|
|
2018
Q1 | $769K | Sell |
22,842
-106
| -0.5% | -$3.64K | 0.8% | 34 |
|
|
2017
Q4 | $789K | Buy |
+22,948
| New | +$782K | 0.8% | 35 |
|
Other funds holding PFE
VCM
VPM
Monte Financial Group's PFE Position: Q1 2026 in Review
Monte Financial Group reduced its Pfizer (PFE) stake by 1.3% in Q1 2026, selling an estimated $81.5K and leaving 237,227 shares worth $6.66M. The position accounts for 2.37% of the portfolio, ranked #8.
Monte Financial Group first reported a position in PFE in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.05M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Monte Financial Group held 237,227 shares of Pfizer worth $6.66M as of Q1 2026.
- Monte Financial Group sold 3,061 Pfizer shares in Q1 2026, an estimated $81.5K.
- Pfizer made up 2.37% of Monte Financial Group's portfolio in Q1 2026, its #8 holding.
- Monte Financial Group first reported a position in Pfizer in Q4 2017 and has held it in 34 quarters since.
- Monte Financial Group's Pfizer position peaked at $7.05M in Q4 2021.
- 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.