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Montgomery Financial Services’s Pfizer PFE Stock Holding History

Montgomery Financial Services’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
Q2 		$6.3K Buy
+262
New +$6.85K 0.01% 208

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Montgomery Financial Services's PFE Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Pfizer (PFE) in Q2 2026: 262 shares worth $6.3K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings.

2,713 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Montgomery Financial Services held 262 shares of Pfizer worth $6.3K as of Q2 2026.
  • Pfizer was a new Montgomery Financial Services position in Q2 2026.
  • Pfizer made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #208 holding.
  • 2,713 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.