Bank of Montreal’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.92B | Sell |
27,285,061
-893,717
| -3% | -$233M | 2.58% | 4 |
|
|
2025
Q4 | $7.66B | Sell |
28,178,778
-1,302,374
| -4% | -$350M | 2.65% | 3 |
|
|
2025
Q3 | $7.51B | Buy |
29,481,152
+1,689,213
| +6% | +$382M | 2.88% | 3 |
|
|
2025
Q2 | $5.7B | Buy |
27,791,939
+443,790
| +2% | +$89.6M | 2.67% | 4 |
|
|
2025
Q1 | $6.07B | Sell |
27,348,149
-3,246,712
| -11% | -$752M | 2.95% | 3 |
|
|
2024
Q4 | $7.66B | Sell |
30,594,861
-2,796,589
| -8% | -$659M | 3.57% | 3 |
|
|
2024
Q3 | $7.61B | Buy |
33,391,450
+432,488
| +1% | +$96.6M | 3.34% | 3 |
|
|
2024
Q2 | $16.5B | Buy |
32,958,962
+989,301
| +3% | +$184M | 4.78% | 3 |
|
|
2024
Q1 | $16B | Buy |
31,969,661
+414,030
| +1% | +$75.3M | 4.85% | 3 |
|
|
2023
Q4 | $15.8B | Buy |
31,555,631
+2,890,867
| +10% | +$534M | 4.78% | 3 |
|
|
2023
Q3 | $14.3B | Buy |
28,664,764
+1,012,532
| +4% | +$186M | 4.96% | 3 |
|
|
2023
Q2 | $13.8B | Buy |
27,652,232
+6,046,425
| +28% | +$1.05B | 4.78% | 3 |
|
|
2023
Q1 | $10.8B | Sell |
21,605,807
-1,133,428
| -5% | -$167M | 4.32% | 3 |
|
|
2022
Q4 | $11.4B | Buy |
22,739,235
+868,877
| +4% | +$124M | 4.93% | 3 |
|
|
2022
Q3 | $10.9M | Sell |
21,870,358
-6,789,527
| -24% | -$1.07B | 4.72% | 3 |
|
|
2022
Q2 | $14.3M | Buy |
28,659,885
+2,410,850
| +9% | +$365M | 6.65% | 2 |
|
|
2022
Q1 | $13.1B | Sell |
26,249,035
-6,480,247
| -20% | -$1.09B | 6.36% | 1 |
|
|
2021
Q4 | $6.71B | Sell |
32,729,282
-9,466,676
| -22% | -$1.5B | 3.57% | 2 |
|
|
2021
Q3 | $8.52B | Buy |
42,195,958
+4,880,709
| +13% | +$719M | 3.89% | 1 |
|
|
2021
Q2 | $7.53B | Sell |
37,315,249
-1,744,588
| -4% | -$226M | 3.75% | 1 |
|
|
2021
Q1 | $5.09B | Buy |
39,059,837
+5,752,124
| +17% | +$738M | 3.32% | 2 |
|
|
2020
Q4 | $4.3B | Buy |
33,307,713
+4,967,907
| +18% | +$598M | 2.84% | 2 |
|
|
2020
Q3 | $3.21B | Sell |
28,339,806
-108,186
| -0.4% | -$11.8M | 2.68% | 3 |
|
|
2020
Q2 | $2.72B | Buy |
28,447,992
+721,172
| +3% | +$55.9M | 2.48% | 4 |
|
|
2020
Q1 | $1.7B | Sell |
27,726,820
-7,418,816
| -21% | -$546M | 1.95% | 6 |
|
|
2019
Q4 | $2.58B | Buy |
35,145,636
+4,414,260
| +14% | +$284M | 1.94% | 5 |
|
|
2019
Q3 | $1.72B | Sell |
30,731,376
-893,104
| -3% | -$46.7M | 1.49% | 7 |
|
|
2019
Q2 | $1.56B | Sell |
31,624,480
-18,085,616
| -36% | -$881M | 1.32% | 8 |
|
|
2019
Q1 | $2.36B | Buy |
49,710,096
+12,837,284
| +35% | +$545M | 2.02% | 5 |
|
|
2018
Q4 | $1.45B | Sell |
36,872,812
-1,940,868
| -5% | -$94.1M | 1.37% | 8 |
|
|
2018
Q3 | $2.19B | Sell |
38,813,680
-10,707,616
| -22% | -$558M | 1.72% | 5 |
|
|
2018
Q2 | $2.29B | Buy |
49,521,296
+10,668,024
| +27% | +$484M | 1.89% | 6 |
|
|
2018
Q1 | $1.63B | Sell |
38,853,272
-1,138,380
| -3% | -$49M | 1.46% | 5 |
|
|
2017
Q4 | $1.69B | Sell |
39,991,652
-309,184
| -0.8% | -$12.9M | 1.47% | 5 |
|
|
2017
Q3 | $1.55B | Sell |
40,300,836
-1,017,312
| -2% | -$39.5M | 1.42% | 9 |
|
|
2017
Q2 | $1.49B | Buy |
41,318,148
+3,297,724
| +9% | +$122M | 1.43% | 7 |
|
|
2017
Q1 | $1.37B | Buy |
38,020,424
+628,200
| +2% | +$20.7M | 1.29% | 13 |
|
|
2016
Q4 | $1.03B | Buy |
37,392,224
+5,578,592
| +18% | +$158M | 1.09% | 14 |
|
|
2016
Q3 | $899M | Sell |
31,813,632
-12,027,752
| -27% | -$318M | 0.98% | 15 |
|
|
2016
Q2 | $1.05B | Buy |
43,841,384
+2,923,940
| +7% | +$72.7M | 1.2% | 10 |
|
|
2016
Q1 | $1.11B | Sell |
40,917,444
-5,153,640
| -11% | -$128M | 1.19% | 10 |
|
|
2015
Q4 | $1.21B | Buy |
46,071,084
+2,758,056
| +6% | +$78.8M | 1.45% | 6 |
|
|
2015
Q3 | $1.19B | Sell |
43,313,028
-17,501,944
| -29% | -$513M | 1.65% | 8 |
|
|
2015
Q2 | $1.91B | Sell |
60,814,972
-3,370,216
| -5% | -$108M | 2.23% | 4 |
|
|
2015
Q1 | $2B | Sell |
64,185,188
-11,106,832
| -15% | -$335M | 2.31% | 4 |
|
|
2014
Q4 | $2.08B | Buy |
75,292,020
+17,736,652
| +31% | +$483M | 2.35% | 4 |
|
|
2014
Q3 | $1.45B | Sell |
57,555,368
-28,040,280
| -33% | -$688M | 1.64% | 6 |
|
|
2014
Q2 | $0 | Buy |
85,595,648
+11,788,516
| +16% | +$251M | ﹤0.01% | 4645 |
|
|
2014
Q1 | $0 | Buy |
73,807,132
+26,270,160
| +55% | +$500M | ﹤0.01% | 3983 |
|
|
2013
Q4 | $952M | Buy |
47,536,972
+773,416
| +2% | +$14.6M | 1.3% | 11 |
|
|
2013
Q3 | $796M | Buy |
46,763,556
+15,842,036
| +51% | +$263M | 1.24% | 12 |
|
|
2013
Q2 | $438M | Buy |
+30,921,520
| New | +$476M | 0.78% | 23 |
|
Other funds holding AAPL
VCM
VPM
Bank of Montreal's AAPL Position: Q1 2026 in Review
Bank of Montreal reduced its Apple (AAPL) stake by 3.2% in Q1 2026, selling an estimated $233M and leaving 27,285,061 shares worth $6.92B. The position accounts for 2.58% of the portfolio, ranked #4.
Bank of Montreal first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.5B in Q2 2024. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Bank of Montreal held 27,285,061 shares of Apple worth $6.92B as of Q1 2026.
- Bank of Montreal sold 893,717 Apple shares in Q1 2026, an estimated $233M.
- Apple made up 2.58% of Bank of Montreal's portfolio in Q1 2026, its #4 holding.
- Bank of Montreal first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Apple position peaked at $16.5B in Q2 2024.
- 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.