Bank of Montreal’s Apple AAPL Stock Holding History

Bank of Montreal’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$151M	Sell	594,300 -2,276,500	-79%	-$592M	0.06%	271
2025 Q4	$780M	Buy	2,870,800 +2,862,300	+33,674%	+$768M	0.27%	75
2025 Q3	$2.16M	Sell	8,500 -2,000	-19%	-$452K	﹤0.01%	1613
2025 Q2	$2.15M	Sell	10,500 -660,500	-98%	-$133M	﹤0.01%	1555
2025 Q1	$149M	Sell	671,000 -2,821,400	-81%	-$654M	0.07%	197
2024 Q4	$875M	Buy	3,492,400 +2,199,000	+170%	+$518M	0.41%	49
2024 Q3	$295M	Sell	1,293,400 -340,400	-21%	-$76M	0.13%	131
2024 Q2	$817M	Buy	1,633,800 +256,400	+19%	+$47.8M	0.24%	56
2024 Q1	$689M	Sell	1,377,400 -513,800	-27%	-$93.4M	0.21%	60
2023 Q4	$946M	Buy	1,891,200 +1,742,600	+1,173%	+$322M	0.29%	49
2023 Q3	$74.3M	Sell	148,600 -60,400	-29%	-$11.1M	0.03%	314
2023 Q2	$105M	Buy	+209,000	New	+$36.4M	0.04%	245
2023 Q1	–	Sell	-347,600	Closed	-$174M	–	3751
2022 Q4	$174M	Sell	347,600 -483,000	-58%	-$69M	0.08%	151
2022 Q3	$415K	Sell	830,600 -442,600	-35%	-$69.5M	0.18%	81
2022 Q2	$637K	Buy	1,273,200 +488,900	+62%	+$74M	0.3%	60
2022 Q1	$392M	Buy	+784,300	New	+$132M	0.19%	96
2021 Q4	–	Sell	-697,500	Closed	-$141M	–	3465
2021 Q3	$141M	Hold	697,500	–	–	0.06%	258
2021 Q2	$141M	Hold	697,500	–	–	0.07%	236
2021 Q1	$90.9M	Sell	697,500 -208,100	-23%	-$26.7M	0.06%	271
2020 Q4	$117M	Buy	905,600 +870,600	+2,487%	+$105M	0.08%	217
2020 Q3	$3.96M	Sell	35,000 -155,000	-82%	-$16.9M	﹤0.01%	1344
2020 Q2	$18.2M	Buy	+190,000	New	+$14.7M	0.02%	618
2020 Q1	–	Sell	-6,244,000	Closed	-$458M	–	4039
2019 Q4	$458M	Buy	6,244,000 +6,035,600	+2,896%	+$388M	0.34%	56
2019 Q3	$11.7M	Sell	208,400 -1,425,800	-87%	-$74.5M	0.01%	820
2019 Q2	$80.9M	Buy	1,634,200 +1,334,200	+445%	+$65M	0.07%	247
2019 Q1	$14.2M	Buy	+300,000	New	+$12.7M	0.01%	714
2018 Q4	–	Sell	-80,000	Closed	-$4.51M	–	4643
2018 Q3	$4.51M	Buy	+80,000	New	+$4.17M	﹤0.01%	1249
2018 Q2	–	Sell	-4,800	Closed	-$201K	–	4692
2018 Q1	$201K	Sell	4,800 -7,908,800	-100%	-$340M	﹤0.01%	2629
2017 Q4	$335M	Buy	+7,913,600	New	+$331M	0.29%	64
2017 Q1	–	Sell	-4,829,200	Closed	-$133M	–	3942
2016 Q4	$133M	Buy	4,829,200 +4,428,508	+1,105%	+$126M	0.14%	142
2016 Q3	$11.3M	Sell	400,692 -112,228	-22%	-$2.97M	0.01%	763
2016 Q2	$12.3M	Buy	512,920 +499,720	+3,786%	+$12.4M	0.01%	718
2016 Q1	$360K	Sell	13,200 -198,400	-94%	-$4.94M	﹤0.01%	2171
2015 Q4	$5.57M	Buy	211,600 +177,600	+522%	+$5.08M	0.01%	963
2015 Q3	$937K	Sell	34,000 -4,545,200	-99%	-$133M	﹤0.01%	1596
2015 Q2	$144M	Buy	4,579,200 +4,240,000	+1,250%	+$136M	0.17%	122
2015 Q1	$10.6M	Sell	339,200 -1,240,000	-79%	-$37.4M	0.01%	776
2014 Q4	$43.6M	Buy	+1,579,200	New	+$43M	0.05%	299
2014 Q1	–	Sell	-284,592	Closed	-$5.7M	–	3982
2013 Q4	$5.7M	Buy	284,592 +55,356	+24%	+$1.05M	0.01%	799
2013 Q3	$3.9M	Sell	229,236 -413,000	-64%	-$6.85M	0.01%	866
2013 Q2	$9.1M	Buy	+642,236	New	+$9.88M	0.02%	522

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 6,089 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.
6,089 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.