Apollon Wealth Management’s Bank of Montreal BMO Stock Holding History

Apollon Wealth Management’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$560K	Buy	3,172 +940	+42%	+$148K	0.01%	961
2026 Q1	$302K	Buy	2,232 +153	+7%	+$21.3K	﹤0.01%	1108
2025 Q4	$270K	Buy	2,079 +26	+1%	+$3.29K	﹤0.01%	1107
2025 Q3	$267K	Buy	2,053 +42	+2%	+$4.97K	﹤0.01%	1098
2025 Q2	$222K	Buy	+2,011	New	+$203K	﹤0.01%	1132

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Apollon Wealth Management's BMO Position: Q2 2026 in Review

Apollon Wealth Management increased its Bank of Montreal (BMO) stake by 42% in Q2 2026, buying an estimated $148K and bringing the position to 3,172 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #961.

Apollon Wealth Management first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Apollon Wealth Management held 3,172 shares of Bank of Montreal worth $560K as of Q2 2026.
Apollon Wealth Management bought 940 Bank of Montreal shares in Q2 2026, an estimated $148K.
Bank of Montreal made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #961 holding.
Apollon Wealth Management first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.