Monument Capital Management
PFE icon

Monument Capital Management’s Pfizer PFE Stock Holding History

Monument Capital Management’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
Q3 		$208K Sell
7,283
-1,476
-17% -$39.3K 0.04% 249
2026
Q2 		$211K Buy
+8,759
New +$229K 0.04% 255
2024
Q1 		– Sell
-8,497
Closed -$245K – 195
2023
Q4 		$245K Sell
8,497
-3,180
-27% -$96.1K 0.08% 161
2023
Q3 		$387K Sell
11,677
-7,528
-39% -$266K 0.13% 122
2023
Q2 		$704K Buy
19,205
+6,937
+57% +$270K 0.22% 85
2023
Q1 		$501K Sell
12,268
-10,244
-46% -$442K 0.17% 98
2022
Q4 		$1.15M Buy
22,512
+6,220
+38% +$298K 0.39% 71
2022
Q3 		$713K Sell
16,292
-4,540
-22% -$221K 0.27% 84
2022
Q2 		$1.09M Buy
20,832
+7,186
+53% +$366K 0.41% 67
2022
Q1 		$706K Buy
13,646
+361
+3% +$18.7K 0.23% 88
2021
Q4 		$785K Buy
13,285
+2,201
+20% +$109K 0.24% 90
2021
Q3 		$477K Buy
11,084
+1,934
+21% +$85.7K 0.16% 107
2021
Q2 		$358K Buy
9,150
+3,534
+63% +$137K 0.12% 108
2021
Q1 		$203K Sell
5,616
-58,187
-91% -$2.07M 0.08% 107
2020
Q4 		$2.35M Sell
63,803
-1,605
-2% -$58.9K 1.09% 48
2020
Q3 		$2.28M Buy
65,408
+424
+0.7% +$14.9K 1.2% 39
2020
Q2 		$2.02M Sell
64,984
-3,081
-5% -$105K 1.19% 39
2020
Q1 		$2.11M Sell
68,065
-607
-0.9% -$20.7K 1.52% 29
2019
Q4 		$2.55M Buy
68,672
+2,320
+3% +$82.6K 1.3% 30
2019
Q3 		$2.26M Buy
66,352
+126
+0.2% +$4.58K 1.23% 39
2019
Q2 		$2.75M Buy
66,226
+1,116
+2% +$44.3K 1.48% 16
2019
Q1 		$2.62M Sell
65,110
-1,525
-2% -$61.1K 1.49% 19
2018
Q4 		$2.76M Sell
66,635
-615
-0.9% -$25.5K 1.72% 8
2018
Q3 		$2.81M Buy
67,250
+5,175
+8% +$199K 1.58% 9
2018
Q2 		$2.14M Sell
62,075
-1,952
-3% -$66.7K 1.48% 18
2018
Q1 		$2.13M Buy
64,027
+3,184
+5% +$109K 1.46% 26
2017
Q4 		$2.09M Buy
+60,843
New +$2.07M 1.47% 22

Other funds holding PFE

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Monument Capital Management's PFE Position: Q3 2026 in Review

Monument Capital Management reduced its Pfizer (PFE) stake by 17% in Q3 2026, selling an estimated $39.3K and leaving 7,283 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #249.

Monument Capital Management first reported a position in PFE in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.81M in Q3 2018. 1,647 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Monument Capital Management held 7,283 shares of Pfizer worth $208K as of Q3 2026.
  • Monument Capital Management sold 1,476 Pfizer shares in Q3 2026, an estimated $39.3K.
  • Pfizer made up 0.04% of Monument Capital Management's portfolio in Q3 2026, its #249 holding.
  • Monument Capital Management first reported a position in Pfizer in Q4 2017 and has held it in 27 quarters since.
  • Monument Capital Management's Pfizer position peaked at $2.81M in Q3 2018.
  • 1,647 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.