Bank of America’s Bank of Montreal BMO Stock Holding History

Bank of America’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
2025 Q3	–	Sell	-125,000	Closed	-$13.8M	–	8319
2025 Q2	$13.8M	Hold	125,000	–	–	﹤0.01%	2916
2025 Q1	$11.9M	Sell	125,000 -200,000	-62%	-$19.8M	﹤0.01%	2949
2024 Q4	$31.5M	Hold	325,000	–	–	﹤0.01%	1877
2024 Q3	$29.3M	Hold	325,000	–	–	﹤0.01%	2040
2024 Q2	$27.3M	Hold	325,000	–	–	﹤0.01%	1955
2024 Q1	$31.7M	Sell	325,000 -705,000	-68%	-$66.6M	﹤0.01%	1854
2023 Q4	$102M	Buy	1,030,000 +25,000	+2%	+$2.09M	0.01%	964
2023 Q3	$84.8M	Sell	1,005,000 -300,000	-23%	-$26.4M	0.01%	975
2023 Q2	$118M	Hold	1,305,000	–	–	0.01%	814
2023 Q1	$116M	Sell	1,305,000 -445,000	-25%	-$42.2M	0.01%	861
2022 Q4	$159M	Buy	1,750,000 +500,000	+40%	+$46.3M	0.02%	691
2022 Q3	$110M	Buy	1,250,000 +1,000,000	+400%	+$96.7M	0.01%	807
2022 Q2	$24M	Buy	250,000 +50,000	+25%	+$5.31M	﹤0.01%	1846
2022 Q1	$23.6M	Sell	200,000 -173,500	-46%	-$20.1M	﹤0.01%	1990
2021 Q4	$40.2M	Hold	373,500	–	–	﹤0.01%	1582
2021 Q3	$37.2M	Hold	373,500	–	–	﹤0.01%	1572
2021 Q2	$38.3M	Sell	373,500 -176,500	-32%	-$17.4M	﹤0.01%	1560
2021 Q1	$49M	Sell	550,000 -750,000	-58%	-$61.2M	0.01%	1307
2020 Q4	$98.8M	Hold	1,300,000	–	–	0.01%	797
2020 Q3	$75.9M	Buy	1,300,000 +150,000	+13%	+$8.69M	0.01%	874
2020 Q2	$61M	Buy	1,150,000 +650,000	+130%	+$33.1M	0.01%	925
2020 Q1	$25.1M	Sell	500,000 -45,000	-8%	-$3.05M	﹤0.01%	1348
2019 Q4	$42.2M	Hold	545,000	–	–	0.01%	1287
2019 Q3	$40.2M	Hold	545,000	–	–	0.01%	1281
2019 Q2	$41.1M	Hold	545,000	–	–	0.01%	1275
2019 Q1	$40.8M	Sell	545,000 -25,000	-4%	-$1.85M	0.01%	1262
2018 Q4	$37.3M	Hold	570,000	–	–	0.01%	1206
2018 Q3	$47M	Buy	570,000 +145,000	+34%	+$11.7M	0.01%	1144
2018 Q2	$32.8M	Hold	425,000	–	–	0.01%	1404
2018 Q1	$32.1M	Hold	425,000	–	–	0.01%	1391
2017 Q4	$34M	Hold	425,000	–	–	0.01%	1381
2017 Q3	$32.2M	Sell	425,000 -150,000	-26%	-$11.2M	0.01%	1493
2017 Q2	$42.2M	Buy	575,000 +300,000	+109%	+$21.2M	0.01%	1141
2017 Q1	$20.6M	Buy	+275,000	New	+$20.8M	﹤0.01%	1718

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $129B AUM 30.83% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America's BMO Position: Q1 2026 in Review

Bank of America reduced its Bank of Montreal (BMO) stake by 32% in Q1 2026, selling an estimated $107M and leaving 1,631,276 shares worth $221M. The position accounts for 0.02% of the portfolio, ranked #681.

Bank of America first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $408M in Q3 2025. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Bank of America held 1,631,276 shares of Bank of Montreal worth $221M as of Q1 2026.
Bank of America sold 771,002 Bank of Montreal shares in Q1 2026, an estimated $107M.
Bank of Montreal made up 0.02% of Bank of America's portfolio in Q1 2026, its #681 holding.
Bank of America first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
Bank of America's Bank of Montreal position peaked at $408M in Q3 2025.
636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.