AE Wealth Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $398K | Sell |
2,942
-243
| -8% | -$33.8K | ﹤0.01% | 1223 |
|
|
2025
Q4 | $413K | Sell |
3,185
-363
| -10% | -$46K | ﹤0.01% | 1148 |
|
|
2025
Q3 | $462K | Buy |
3,548
+366
| +12% | +$43.3K | ﹤0.01% | 1005 |
|
|
2025
Q2 | $352K | Buy |
3,182
+216
| +7% | +$21.8K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $283K | Sell |
2,966
-789
| -21% | -$78K | ﹤0.01% | 1114 |
|
|
2024
Q4 | $364K | Buy |
+3,755
| New | +$355K | ﹤0.01% | 1022 |
|
|
2024
Q3 | – | Sell |
-3,296
| Closed | -$276K | – | 1244 |
|
|
2024
Q2 | $276K | Buy |
+3,296
| New | +$299K | ﹤0.01% | 1057 |
|
|
2024
Q1 | – | Sell |
-32,175
| Closed | -$3.12M | – | 1240 |
|
|
2023
Q4 | $3.12M | Sell |
32,175
-1,395
| -4% | -$116K | 0.02% | 753 |
|
|
2023
Q3 | $2.83M | Buy |
33,570
+15,612
| +87% | +$1.37M | 0.02% | 727 |
|
|
2023
Q2 | $1.62M | Buy |
17,958
+1,836
| +11% | +$162K | 0.01% | 905 |
|
|
2023
Q1 | $1.44M | Buy |
16,122
+7,852
| +95% | +$745K | 0.01% | 913 |
|
|
2022
Q4 | $749K | Sell |
8,270
-129
| -2% | -$11.9K | 0.01% | 1111 |
|
|
2022
Q3 | $736K | Sell |
8,399
-626
| -7% | -$60.5K | 0.01% | 1067 |
|
|
2022
Q2 | $868K | Sell |
9,025
-302
| -3% | -$32.1K | 0.01% | 939 |
|
|
2022
Q1 | $1.1M | Sell |
9,327
-74
| -0.8% | -$8.58K | 0.01% | 884 |
|
|
2021
Q4 | $1.01M | Buy |
9,401
+191
| +2% | +$20.6K | 0.01% | 923 |
|
|
2021
Q3 | $918K | Sell |
9,210
-147
| -2% | -$14.8K | 0.01% | 893 |
|
|
2021
Q2 | $960K | Buy |
9,357
+624
| +7% | +$61.6K | 0.01% | 857 |
|
|
2021
Q1 | $778K | Buy |
8,733
+2,049
| +31% | +$167K | 0.01% | 859 |
|
|
2020
Q4 | $508K | Sell |
6,684
-569
| -8% | -$38.9K | 0.01% | 953 |
|
|
2020
Q3 | $424K | Buy |
7,253
+440
| +6% | +$25.5K | 0.01% | 938 |
|
|
2020
Q2 | $361K | Buy |
6,813
+2,613
| +62% | +$133K | 0.01% | 968 |
|
|
2020
Q1 | $211K | Sell |
4,200
-70
| -2% | -$4.75K | ﹤0.01% | 992 |
|
|
2019
Q4 | $331K | Buy |
4,270
+114
| +3% | +$8.58K | 0.01% | 867 |
|
|
2019
Q3 | $307K | Sell |
4,156
-162
| -4% | -$11.8K | 0.01% | 776 |
|
|
2019
Q2 | $326K | Buy |
+4,318
| New | +$330K | 0.01% | 723 |
|
|
2018
Q4 | – | Sell |
-3,906
| Closed | -$322K | – | 492 |
|
|
2018
Q3 | $322K | Buy |
3,906
+479
| +14% | +$38.5K | 0.02% | 429 |
|
|
2018
Q2 | $265K | Buy |
3,427
+14
| +0.4% | +$1.08K | 0.02% | 360 |
|
|
2018
Q1 | $258K | Buy |
+3,413
| New | +$268K | 0.02% | 358 |
|
Other funds holding BMO
VCM
AE Wealth Management's BMO Position: Q1 2026 in Review
AE Wealth Management reduced its Bank of Montreal (BMO) stake by 7.6% in Q1 2026, selling an estimated $33.8K and leaving 2,942 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.
AE Wealth Management first reported a position in BMO in Q1 2018 and has held it in 29 quarters since. The position peaked at $3.12M in Q4 2023. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.
- AE Wealth Management held 2,942 shares of Bank of Montreal worth $398K as of Q1 2026.
- AE Wealth Management sold 243 Bank of Montreal shares in Q1 2026, an estimated $33.8K.
- Bank of Montreal made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1223 holding.
- AE Wealth Management first reported a position in Bank of Montreal in Q1 2018 and has held it in 29 quarters since.
- AE Wealth Management's Bank of Montreal position peaked at $3.12M in Q4 2023.
- 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.