Bank of Montreal’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $301K | Buy |
8,716
+784
| +10% | +$28.8K | ﹤0.01% | 2773 |
|
|
2026
Q1 | $289K | Sell |
7,932
-4,783
| -38% | -$196K | ﹤0.01% | 2701 |
|
|
2025
Q4 | $518K | Buy |
12,715
+115
| +0.9% | +$4.91K | ﹤0.01% | 2297 |
|
|
2025
Q3 | $547K | Sell |
12,600
-6,527
| -34% | -$301K | ﹤0.01% | 2225 |
|
|
2025
Q2 | $848K | Buy |
19,127
+1,525
| +9% | +$60.9K | ﹤0.01% | 1987 |
|
|
2025
Q1 | $688K | Buy |
17,602
+1,956
| +13% | +$82.9K | ﹤0.01% | 2000 |
|
|
2024
Q4 | $674K | Buy |
15,646
+4,485
| +40% | +$205K | ﹤0.01% | 2067 |
|
|
2024
Q3 | $482K | Sell |
11,161
-1,621
| -13% | -$66.9K | ﹤0.01% | 2445 |
|
|
2024
Q2 | $531K | Buy |
12,782
+2,511
| +24% | +$108K | ﹤0.01% | 2365 |
|
|
2024
Q1 | $472K | Buy |
10,271
+1,004
| +11% | +$43.1K | ﹤0.01% | 2476 |
|
|
2023
Q4 | $420K | Buy |
9,267
+1,070
| +13% | +$40.4K | ﹤0.01% | 2636 |
|
|
2023
Q3 | $305K | Sell |
8,197
-309
| -4% | -$12K | ﹤0.01% | 2795 |
|
|
2023
Q2 | $340K | Buy |
+8,506
| New | +$294K | ﹤0.01% | 2860 |
|
|
2021
Q2 | – | Sell |
-2,192
| Closed | -$116K | – | 3694 |
|
|
2021
Q1 | $116K | Sell |
2,192
-6,948
| -76% | -$355K | ﹤0.01% | 3329 |
|
|
2020
Q4 | $476K | Buy |
9,140
+6,426
| +237% | +$292K | ﹤0.01% | 2731 |
|
|
2020
Q3 | $106K | Sell |
2,714
-2,095
| -44% | -$76.8K | ﹤0.01% | 3041 |
|
|
2020
Q2 | $151K | Buy |
4,809
+2,076
| +76% | +$57.5K | ﹤0.01% | 2878 |
|
|
2020
Q1 | $54K | Sell |
2,733
-6,141
| -69% | -$184K | ﹤0.01% | 2861 |
|
|
2019
Q4 | $287K | Buy |
8,874
+1,928
| +28% | +$55.7K | ﹤0.01% | 2963 |
|
|
2019
Q3 | $196K | Buy |
6,946
+2,484
| +56% | +$69.5K | ﹤0.01% | 2923 |
|
|
2019
Q2 | $123K | Buy |
4,462
+4,459
| +148,633% | +$119K | ﹤0.01% | 3213 |
|
|
2019
Q1 | $0 | Sell |
3
-668
| -100% | -$16.3K | ﹤0.01% | 4295 |
|
|
2018
Q4 | $15K | Sell |
671
-1,311
| -66% | -$35K | ﹤0.01% | 3739 |
|
|
2018
Q3 | $64K | Sell |
1,982
-6
| -0.3% | -$196 | ﹤0.01% | 3283 |
|
|
2018
Q2 | $59K | Buy |
1,988
+341
| +21% | +$11.1K | ﹤0.01% | 3348 |
|
|
2018
Q1 | $55K | Sell |
1,647
-19
| -1% | -$685 | ﹤0.01% | 3198 |
|
|
2017
Q4 | $66K | Sell |
1,666
-2,720
| -62% | -$101K | ﹤0.01% | 3164 |
|
|
2017
Q3 | $143K | Hold |
4,386
| – | – | ﹤0.01% | 2815 |
|
|
2017
Q2 | $135K | Hold |
4,386
| – | – | ﹤0.01% | 2845 |
|
|
2017
Q1 | $121K | Sell |
4,386
-1,295
| -23% | -$37.2K | ﹤0.01% | 2723 |
|
|
2016
Q4 | $169K | Buy |
5,681
+1,919
| +51% | +$54.7K | ﹤0.01% | 2569 |
|
|
2016
Q3 | $102K | Sell |
3,762
-13
| -0.3% | -$355 | ﹤0.01% | 2761 |
|
|
2016
Q2 | $105K | Buy |
3,775
+1,962
| +108% | +$61.8K | ﹤0.01% | 2780 |
|
|
2016
Q1 | $56K | Sell |
1,813
-32
| -2% | -$935 | ﹤0.01% | 3008 |
|
|
2015
Q4 | $66K | Buy |
1,845
+191
| +12% | +$7.05K | ﹤0.01% | 2929 |
|
|
2015
Q3 | $59K | Buy |
1,654
+15
| +0.9% | +$647 | ﹤0.01% | 2853 |
|
|
2015
Q2 | $76K | Buy |
1,639
+1,501
| +1,088% | +$68.7K | ﹤0.01% | 2850 |
|
|
2015
Q1 | $6K | Sell |
138
-9,325
| -99% | -$441K | ﹤0.01% | 3583 |
|
|
2014
Q4 | $478K | Buy |
9,463
+7,824
| +477% | +$390K | ﹤0.01% | 2077 |
|
|
2014
Q3 | $85K | Buy |
+1,639
| New | +$88.5K | ﹤0.01% | 2900 |
|
|
2013
Q3 | – | Sell |
-75
| Closed | -$4K | – | 3785 |
|
|
2013
Q2 | $4K | Buy |
+75
| New | +$3.37K | ﹤0.01% | 3474 |
|
Other funds holding APAM
VNIM
CCM
Bank of Montreal's APAM Position: Q2 2026 in Review
Bank of Montreal increased its Artisan Partners (APAM) stake by 9.9% in Q2 2026, buying an estimated $28.8K and bringing the position to 8,716 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.
Bank of Montreal first reported a position in APAM in Q2 2013 and has held it in 41 quarters since. The position peaked at $848K in Q2 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.
- Bank of Montreal held 8,716 shares of Artisan Partners worth $301K as of Q2 2026.
- Bank of Montreal bought 784 Artisan Partners shares in Q2 2026, an estimated $28.8K.
- Artisan Partners made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2773 holding.
- Bank of Montreal first reported a position in Artisan Partners in Q2 2013 and has held it in 41 quarters since.
- Bank of Montreal's Artisan Partners position peaked at $848K in Q2 2025.
- 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.