Bank of Montreal
BMO icon

Bank of Montreal’s Bank of Montreal BMO Stock Holding History

Bank of Montreal’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.79B Sell
27,997,338
-168,190
-0.6% -$23.4M 1.41% 12
2025
Q4 		$3.66B Sell
28,165,528
-335,865
-1% -$42.5M 1.27% 16
2025
Q3 		$3.71B Buy
28,501,393
+112,009
+0.4% +$13.3M 1.42% 13
2025
Q2 		$3.15B Sell
28,389,384
-2,388,238
-8% -$241M 1.48% 13
2025
Q1 		$2.94B Buy
30,777,622
+904,456
+3% +$89.5M 1.43% 15
2024
Q4 		$2.9B Buy
29,873,166
+2,180,554
+8% +$206M 1.35% 12
2024
Q3 		$2.5B Buy
27,692,612
+356,993
+1% +$30.5M 1.1% 16
2024
Q2 		$2.32B Buy
27,335,619
+1,527,727
+6% +$139M 0.67% 18
2024
Q1 		$2.49B Buy
25,807,892
+565,462
+2% +$53.4M 0.76% 14
2023
Q4 		$2.52B Sell
25,242,430
-1,466,606
-5% -$122M 0.77% 14
2023
Q3 		$2.37B Buy
26,709,036
+441,559
+2% +$38.8M 0.82% 14
2023
Q2 		$2.37B Buy
26,267,477
+1,080,768
+4% +$95.5M 0.82% 15
2023
Q1 		$2.25B Buy
25,186,709
+1,127,879
+5% +$107M 0.9% 14
2022
Q4 		$2.19B Sell
24,058,830
-47,802
-0.2% -$4.42M 0.95% 13
2022
Q3 		$2.14M Buy
24,106,632
+1,642,727
+7% +$159M 0.93% 15
2022
Q2 		$2.18M Buy
22,463,905
+811,245
+4% +$86.2M 1.01% 18
2022
Q1 		$2.57B Buy
21,652,660
+475,765
+2% +$55.1M 1.24% 10
2021
Q4 		$2.3B Sell
21,176,895
-3,304,976
-13% -$356M 1.22% 16
2021
Q3 		$2.48B Sell
24,481,871
-621,621
-2% -$62.6M 1.13% 14
2021
Q2 		$2.65B Buy
25,103,492
+2,165,014
+9% +$214M 1.32% 10
2021
Q1 		$2.09B Buy
22,938,478
+941,727
+4% +$76.8M 1.36% 9
2020
Q4 		$1.72B Buy
21,996,751
+98,513
+0.4% +$6.74M 1.14% 13
2020
Q3 		$1.32B Buy
21,898,238
+123,289
+0.6% +$7.14M 1.1% 14
2020
Q2 		$1.14B Buy
21,774,949
+960,922
+5% +$49M 1.03% 15
2020
Q1 		$998M Sell
20,814,027
-225,971
-1% -$15.3M 1.14% 13
2019
Q4 		$1.63B Buy
21,039,998
+510,825
+2% +$38.5M 1.22% 12
2019
Q3 		$1.51B Buy
20,529,173
+1,056,154
+5% +$77M 1.31% 12
2019
Q2 		$1.47B Sell
19,473,019
-265,606
-1% -$20.3M 1.24% 11
2019
Q1 		$1.48B Buy
19,738,625
+101,729
+0.5% +$7.52M 1.27% 11
2018
Q4 		$1.28B Buy
19,636,896
+455,722
+2% +$33.8M 1.21% 10
2018
Q3 		$1.58B Buy
19,181,174
+749,785
+4% +$60.3M 1.24% 9
2018
Q2 		$1.42B Buy
18,431,389
+153,574
+0.8% +$11.8M 1.18% 12
2018
Q1 		$1.38B Buy
18,277,815
+1,999,912
+12% +$157M 1.23% 11
2017
Q4 		$1.3B Buy
16,277,903
+269,754
+2% +$21M 1.13% 16
2017
Q3 		$1.21B Sell
16,008,149
-385,167
-2% -$28.7M 1.11% 14
2017
Q2 		$1.2B Buy
16,393,316
+1,327,782
+9% +$94M 1.15% 13
2017
Q1 		$1.13B Buy
15,065,534
+775,086
+5% +$58.5M 1.07% 16
2016
Q4 		$941M Sell
14,290,448
-1,155,356
-7% -$77.1M 0.99% 16
2016
Q3 		$1.01B Sell
15,445,804
-22,035
-0.1% -$1.43M 1.11% 11
2016
Q2 		$981M Buy
15,467,839
+244,046
+2% +$15.5M 1.12% 12
2016
Q1 		$924M Buy
15,223,793
+879,909
+6% +$48.2M 0.98% 13
2015
Q4 		$809M Sell
14,343,884
-582,795
-4% -$33.5M 0.97% 16
2015
Q3 		$814M Buy
14,926,679
+728,572
+5% +$40M 1.12% 14
2015
Q2 		$842M Buy
14,198,107
+665,549
+5% +$41.8M 0.99% 15
2015
Q1 		$812M Buy
13,532,558
+25,858
+0.2% +$1.6M 0.94% 16
2014
Q4 		$955M Buy
13,506,700
+456,568
+3% +$32.7M 1.08% 15
2014
Q3 		$961M Buy
13,050,132
+510,404
+4% +$38.4M 1.09% 14
2014
Q2 		$923M Buy
12,539,728
+724,302
+6% +$50.5M 1.03% 16
2014
Q1 		$792M Buy
11,815,426
+625,829
+6% +$40.7M 1.02% 15
2013
Q4 		$746M Sell
11,189,597
-116,751
-1% -$7.95M 1.02% 15
2013
Q3 		$755M Buy
11,306,348
+1,224,760
+12% +$76.8M 1.17% 15
2013
Q2 		$585M Buy
+10,081,588
New +$611M 1.04% 18

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Montreal reduced its Bank of Montreal (BMO) stake by 0.6% in Q1 2026, selling an estimated $23.4M and leaving 27,997,338 shares worth $3.79B. The position accounts for 1.41% of the portfolio, ranked #12.

Bank of Montreal first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Bank of Montreal held 27,997,338 shares of Bank of Montreal worth $3.79B as of Q1 2026.
  • Bank of Montreal sold 168,190 Bank of Montreal shares in Q1 2026, an estimated $23.4M.
  • Bank of Montreal made up 1.41% of Bank of Montreal's portfolio in Q1 2026, its #12 holding.
  • Bank of Montreal first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

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