Bank of Montreal’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.65M	Sell	28,400 -17,900	-39%	-$4.08M	﹤0.01%	1282
2025 Q4	$10.1M	Buy	46,300 +27,800	+150%	+$5.72M	﹤0.01%	1115
2025 Q3	$3.99M	Buy	18,500 +16,000	+640%	+$3.61M	﹤0.01%	1387
2025 Q2	$524K	Buy	+2,500	New	+$472K	﹤0.01%	2250
2025 Q1	–	Sell	-169,700	Closed	-$30M	–	3492
2024 Q4	$30M	Buy	169,700 +152,800	+904%	+$24M	0.01%	603
2024 Q3	$2.64M	Buy	16,900 +1,300	+8%	+$223K	﹤0.01%	1573
2024 Q2	$2.85M	Buy	15,600 +5,000	+47%	+$891K	﹤0.01%	1506
2024 Q1	$2.05M	Sell	10,600 -181,300	-94%	-$37.3M	﹤0.01%	1624
2023 Q4	$50.3M	Sell	191,900 -22,100	-10%	-$4.73M	0.02%	483
2023 Q3	$47.9M	Sell	214,000 -69,900	-25%	-$15.3M	0.02%	431
2023 Q2	$63.9M	Buy	283,900 +25,800	+10%	+$5.36M	0.02%	339
2023 Q1	$58.8M	Sell	258,100 -15,400	-6%	-$3.2M	0.02%	342
2022 Q4	$52.8M	Sell	273,500 -71,000	-21%	-$11.6M	0.02%	369
2022 Q3	$119K	Sell	344,500 -1,907,800	-85%	-$293M	0.05%	210
2022 Q2	$777K	Sell	2,252,300 -2,211,300	-50%	-$326M	0.36%	50
2022 Q1	$1.54B	Buy	+4,463,600	New	+$896M	0.75%	27
2021 Q4	–	Sell	-1,188,300	Closed	-$276M	–	3501
2021 Q3	$276M	Buy	+1,188,300	New	+$265M	0.13%	146
2020 Q4	–	Sell	-1,500,000	Closed	-$239M	–	4923
2020 Q3	$239M	Buy	+1,500,000	New	+$256M	0.2%	102
2019 Q1	–	Sell	-35,000	Closed	-$11.3M	–	4312
2018 Q4	$11.3M	Sell	35,000 -15,000	-30%	-$5.18M	0.01%	741
2018 Q3	$18.6M	Sell	50,000 -50,000	-50%	-$17.6M	0.01%	677
2018 Q2	$33.6M	Buy	+100,000	New	+$34.4M	0.03%	452
2015 Q1	–	Sell	-17	Closed	-$2K	–	3971
2014 Q4	$2K	Buy	+17	New	+$2.15K	﹤0.01%	3822
2013 Q4	–	Sell	-15,000	Closed	-$1.76M	–	3720
2013 Q3	$1.76M	Buy	+15,000	New	+$1.62M	﹤0.01%	1211

Other funds holding BA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Bank of Montreal reduced its Boeing (BA) stake by 15% in Q1 2026, selling an estimated $31.1M and leaving 782,359 shares worth $156M. The position accounts for 0.06% of the portfolio, ranked #267.

Bank of Montreal first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.71B in Q1 2022. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Bank of Montreal held 782,359 shares of Boeing worth $156M as of Q1 2026.
Bank of Montreal sold 136,693 Boeing shares in Q1 2026, an estimated $31.1M.
Boeing made up 0.06% of Bank of Montreal's portfolio in Q1 2026, its #267 holding.
Bank of Montreal first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Boeing position peaked at $1.71B in Q1 2022.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

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