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
2025 Q1	–	Sell	-230,800	Closed	-$7.95M	–	3473
2024 Q4	$7.95M	Buy	230,800 +176,500	+325%	+$5.48M	﹤0.01%	1057
2024 Q3	$1.32M	Sell	54,300 -38,100	-41%	-$968K	﹤0.01%	1896
2024 Q2	$2.59M	Buy	+92,400	New	+$2.37M	﹤0.01%	1547
2023 Q4	–	Sell	-450,500	Closed	-$12.7M	–	3955
2023 Q3	$12.7M	Buy	450,500 +150,100	+50%	+$5.01M	﹤0.01%	884
2023 Q2	$13.4M	Sell	300,400 -1,400	-0.5%	-$39.4K	﹤0.01%	893
2023 Q1	$10.1M	Buy	+301,800	New	+$6.18M	﹤0.01%	941
2022 Q2	–	Sell	-705,000	Closed	-$16.9M	–	4058
2022 Q1	$16.9M	Buy	+705,000	New	+$17M	0.01%	897
2021 Q2	–	Sell	-5,900	Closed	-$374K	–	3658
2021 Q1	$374K	Buy	+5,900	New	+$686K	﹤0.01%	2815

Other funds holding AI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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.