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	–	Sell	-31,200	Closed	-$4.05M	–	3766
2025 Q4	$4.05M	Sell	31,200 -3,300	-10%	-$418K	﹤0.01%	1404
2025 Q3	$4.49M	Sell	34,500 -220,000	-86%	-$26M	﹤0.01%	1338
2025 Q2	$28.2M	Buy	254,500 +70,500	+38%	+$7.1M	0.01%	613
2025 Q1	$17.6M	Sell	184,000 -46,000	-20%	-$4.55M	0.01%	753
2024 Q4	$22.3M	Buy	230,000 +185,000	+411%	+$17.5M	0.01%	700
2024 Q3	$4.07M	Sell	45,000 -180,000	-80%	-$15.4M	﹤0.01%	1413
2024 Q2	$19.1M	Sell	225,000 -75,000	-25%	-$6.81M	0.01%	781
2024 Q1	$29M	Buy	+300,000	New	+$28.3M	0.01%	623
2023 Q4	–	Sell	-244,500	Closed	-$21.7M	–	3988
2023 Q3	$21.7M	Sell	244,500 -255,500	-51%	-$22.5M	0.01%	697
2023 Q2	$45.2M	Buy	+500,000	New	+$44.2M	0.02%	447
2023 Q1	–	Sell	-194,900	Closed	-$17.7M	–	3802
2022 Q4	$17.7M	Sell	194,900 -106,300	-35%	-$9.84M	0.01%	736
2022 Q3	$26.8K	Sell	301,200 -99,800	-25%	-$9.65M	0.01%	586
2022 Q2	$38.9K	Sell	401,000 -149,000	-27%	-$15.8M	0.02%	506
2022 Q1	$65.2M	Buy	+550,000	New	+$63.8M	0.03%	379
2021 Q3	–	Sell	-1,049,800	Closed	-$111M	–	3815
2021 Q2	$111M	Buy	1,049,800 +40,300	+4%	+$3.98M	0.06%	286
2021 Q1	$91.9M	Buy	1,009,500 +250,000	+33%	+$20.4M	0.06%	268
2020 Q4	$59.4M	Sell	759,500 -438,600	-37%	-$30M	0.04%	374
2020 Q3	$72.4M	Buy	1,198,100 +498,100	+71%	+$28.8M	0.06%	261
2020 Q2	$36.5M	Buy	700,000 +192,600	+38%	+$9.82M	0.03%	406
2020 Q1	$24.3M	Buy	507,400 +31,400	+7%	+$2.13M	0.03%	442
2019 Q4	$36.9M	Sell	476,000 -479,700	-50%	-$36.1M	0.03%	494
2019 Q3	$70.5M	Buy	+955,700	New	+$69.6M	0.06%	273
2019 Q2	–	Sell	-80,000	Closed	-$5.99M	–	4862
2019 Q1	$5.99M	Buy	80,000 +10,000	+14%	+$740K	0.01%	1058
2018 Q4	$4.58M	Buy	+70,000	New	+$5.19M	﹤0.01%	1112
2018 Q2	–	Sell	-70,000	Closed	-$5.29M	–	4711
2018 Q1	$5.29M	Buy	+70,000	New	+$5.51M	﹤0.01%	1121
2017 Q1	–	Sell	-99,300	Closed	-$6.54M	–	3973
2016 Q4	$6.54M	Sell	99,300 -80,700	-45%	-$5.38M	0.01%	962
2016 Q3	$11.8M	Buy	+180,000	New	+$11.7M	0.01%	745
2016 Q2	–	Sell	-767,500	Closed	-$46.6M	–	4090
2016 Q1	$46.6M	Buy	767,500 +747,500	+3,738%	+$41M	0.05%	258
2015 Q4	$1.13M	Sell	20,000 -508,000	-96%	-$29.2M	﹤0.01%	1656
2015 Q3	$28.8M	Buy	528,000 +52,900	+11%	+$2.91M	0.04%	355
2015 Q2	$28.2M	Buy	475,100 +286,300	+152%	+$18M	0.03%	416
2015 Q1	$11.3M	Buy	188,800 +9,600	+5%	+$595K	0.01%	747
2014 Q4	$12.7M	Sell	179,200 -540,300	-75%	-$38.7M	0.01%	679
2014 Q3	$53M	Buy	719,500 +514,100	+250%	+$38.7M	0.06%	272
2014 Q2	$15.1M	Buy	205,400 +68,400	+50%	+$4.77M	0.02%	611
2014 Q1	$9.18M	Sell	137,000 -191,100	-58%	-$12.4M	0.01%	705
2013 Q4	$21.9M	Buy	328,100 +260,200	+383%	+$17.7M	0.03%	360
2013 Q3	$4.54M	Sell	67,900 -411,300	-86%	-$25.8M	0.01%	818
2013 Q2	$27.8M	Buy	+479,200	New	+$29M	0.05%	259

Other funds holding BMO

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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. 636 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.
636 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.