Bank of Montreal
AI icon

Bank of Montreal’s C3.ai AI Stock Holding History

Bank of Montreal’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$154K Sell
18,339
-4,910
-21% -$52.7K ﹤0.01% 3012
2025
Q4 		$313K Sell
23,249
-759
-3% -$12.1K ﹤0.01% 2564
2025
Q3 		$416K Sell
24,008
-6,023
-20% -$126K ﹤0.01% 2348
2025
Q2 		$738K Buy
30,031
+2,244
+8% +$51.3K ﹤0.01% 2059
2025
Q1 		$585K Sell
27,787
-77,824
-74% -$2.21M ﹤0.01% 2103
2024
Q4 		$3.64M Buy
105,611
+25,197
+31% +$782K ﹤0.01% 1333
2024
Q3 		$1.95M Buy
80,414
+1,568
+2% +$39.9K ﹤0.01% 1702
2024
Q2 		$2.21M Buy
78,846
+55,732
+241% +$1.43M ﹤0.01% 1615
2024
Q1 		$639K Sell
23,114
-554
-2% -$15.6K ﹤0.01% 2270
2023
Q4 		$720K Sell
23,668
-349,081
-94% -$9.6M ﹤0.01% 2268
2023
Q3 		$10.5M Buy
372,749
+347,787
+1,393% +$11.6M ﹤0.01% 972
2023
Q2 		$1.11M Sell
24,962
-674,316
-96% -$19M ﹤0.01% 2131
2023
Q1 		$23.5M Buy
699,278
+562,436
+411% +$11.5M 0.01% 628
2022
Q4 		$1.53M Buy
+136,842
New +$1.71M ﹤0.01% 1923
2022
Q2 		– Sell
-20,696
Closed -$496K – 4057
2022
Q1 		$496K Buy
+20,696
New +$498K ﹤0.01% 2836
2021
Q2 		– Sell
-2,832
Closed -$179K – 3657
2021
Q1 		$179K Buy
2,832
+2,147
+313% +$250K ﹤0.01% 3160
2020
Q4 		$93K Buy
+685
New +$91.9K ﹤0.01% 3621

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of Montreal's AI Position: Q1 2026 in Review

Bank of Montreal reduced its C3.ai (AI) stake by 21% in Q1 2026, selling an estimated $52.7K and leaving 18,339 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

Bank of Montreal first reported a position in AI in Q4 2020 and has held it in 17 quarters since. The position peaked at $23.5M in Q1 2023. 318 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Bank of Montreal held 18,339 shares of C3.ai worth $154K as of Q1 2026.
  • Bank of Montreal sold 4,910 C3.ai shares in Q1 2026, an estimated $52.7K.
  • C3.ai made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3012 holding.
  • Bank of Montreal first reported a position in C3.ai in Q4 2020 and has held it in 17 quarters since.
  • Bank of Montreal's C3.ai position peaked at $23.5M in Q1 2023.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

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