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	$69.2M	Buy	272,600 +9,400	+4%	+$2.45M	0.03%	449
2025 Q4	$71.6M	Buy	263,200 +35,800	+16%	+$9.61M	0.02%	451
2025 Q3	$57.9M	Buy	227,400 +226,700	+32,386%	+$51.2M	0.02%	456
2025 Q2	$144K	Sell	700 -31,500	-98%	-$6.36M	﹤0.01%	2900
2025 Q1	$7.15M	Sell	32,200 -419,400	-93%	-$97.2M	﹤0.01%	1055
2024 Q4	$113M	Sell	451,600 -276,100	-38%	-$65.1M	0.05%	259
2024 Q3	$166M	Buy	727,700 +7,900	+1%	+$1.76M	0.07%	208
2024 Q2	$360M	Sell	719,800 -62,700	-8%	-$11.7M	0.1%	113
2024 Q1	$391M	Sell	782,500 -209,600	-21%	-$38.1M	0.12%	106
2023 Q4	$496M	Sell	992,100 -100	-0%	-$18.5K	0.15%	90
2023 Q3	$496M	Buy	992,200 +16,500	+2%	+$3.03M	0.17%	78
2023 Q2	$488M	Buy	975,700 +354,900	+57%	+$61.8M	0.17%	74
2023 Q1	$310M	Sell	620,800 -242,700	-28%	-$35.8M	0.12%	99
2022 Q4	$432M	Sell	863,500 -674,100	-44%	-$96.3M	0.19%	78
2022 Q3	$769K	Sell	1,537,600 -3,746,200	-71%	-$588M	0.33%	44
2022 Q2	$2.64M	Buy	5,283,800 +2,226,100	+73%	+$337M	1.23%	12
2022 Q1	$1.53B	Buy	+3,057,700	New	+$514M	0.74%	29
2021 Q4	–	Sell	-4,074,100	Closed	-$822M	–	3466
2021 Q3	$822M	Buy	4,074,100 +2,329,100	+133%	+$343M	0.38%	53
2021 Q2	$352M	Sell	1,745,000 -7,298,700	-81%	-$946M	0.18%	106
2021 Q1	$1.18B	Buy	9,043,700 +8,883,700	+5,552%	+$1.14B	0.77%	25
2020 Q4	$20.6M	Sell	160,000 -35,000	-18%	-$4.21M	0.01%	698
2020 Q3	$22.1M	Sell	195,000 -13,000	-6%	-$1.42M	0.02%	554
2020 Q2	$19.9M	Buy	+208,000	New	+$16.1M	0.02%	592
2020 Q1	–	Sell	-316,400	Closed	-$23.2M	–	4040
2019 Q4	$23.2M	Buy	316,400 +156,200	+98%	+$10M	0.02%	642
2019 Q3	$8.97M	Sell	160,200 -308,800	-66%	-$16.1M	0.01%	922
2019 Q2	$23.2M	Sell	469,000 -19,400	-4%	-$945K	0.02%	600
2019 Q1	$23.2M	Sell	488,400 -1,023,600	-68%	-$43.4M	0.02%	558
2018 Q4	$59.6M	Buy	1,512,000 +865,200	+134%	+$41.9M	0.06%	285
2018 Q3	$36.5M	Sell	646,800 -12,720,000	-95%	-$662M	0.03%	461
2018 Q2	$619M	Buy	13,366,800 +9,668,000	+261%	+$438M	0.51%	40
2018 Q1	$155M	Buy	+3,698,800	New	+$159M	0.14%	154
2017 Q3	–	Sell	-100,000	Closed	-$3.6M	–	4139
2017 Q2	$3.6M	Buy	+100,000	New	+$3.7M	﹤0.01%	1316
2016 Q1	–	Sell	-1,209,200	Closed	-$31.8M	–	4166
2015 Q4	$31.8M	Buy	1,209,200 +1,127,200	+1,375%	+$32.2M	0.04%	347
2015 Q3	$2.26M	Sell	82,000 -4,458,000	-98%	-$131M	﹤0.01%	1249
2015 Q2	$142M	Buy	4,540,000 +4,239,608	+1,411%	+$136M	0.17%	123
2015 Q1	$9.34M	Sell	300,392 -1,239,680	-80%	-$37.4M	0.01%	831
2014 Q4	$42.5M	Buy	1,540,072 +1,220,072	+381%	+$33.2M	0.05%	304
2014 Q3	$8.06M	Buy	+320,000	New	+$7.85M	0.01%	894

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 6,080 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.
6,080 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.