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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 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. 174 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.
  • 174 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.