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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Monument Capital Management's PFE Position: Q2 2026 in Review

Monument Capital Management opened a new position in Pfizer (PFE) in Q2 2026: 8,759 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #255 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in PFE as recently as Q4 2023.

Monument Capital Management first reported a position in PFE in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.81M in Q3 2018. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Monument Capital Management held 8,759 shares of Pfizer worth $211K as of Q2 2026.
  • Pfizer was a new Monument Capital Management position in Q2 2026.
  • Pfizer made up 0.04% of Monument Capital Management's portfolio in Q2 2026, its #255 holding.
  • Monument Capital Management first reported a position in Pfizer in Q4 2017 and has held it in 26 quarters since.
  • Monument Capital Management's Pfizer position peaked at $2.81M in Q3 2018.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.