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	$69.1M	Buy	510,000 +158,300	+45%	+$22M	0.03%	450
2025 Q4	$45.7M	Buy	351,700 +201,700	+134%	+$25.5M	0.02%	587
2025 Q3	$19.5M	Sell	150,000 -152,100	-50%	-$18M	0.01%	792
2025 Q2	$33.5M	Sell	302,100 -97,900	-24%	-$9.87M	0.02%	561
2025 Q1	$38.2M	Sell	400,000 -601,800	-60%	-$59.5M	0.02%	512
2024 Q4	$97.1M	Buy	1,001,800 +604,800	+152%	+$57.2M	0.05%	292
2024 Q3	$35.9M	Buy	397,000 +160,200	+68%	+$13.7M	0.02%	570
2024 Q2	$20.1M	Buy	+236,800	New	+$21.5M	0.01%	763
2024 Q1	–	Sell	-200,000	Closed	-$20M	–	3904
2023 Q4	$20M	Buy	+200,000	New	+$16.7M	0.01%	786
2022 Q4	–	Sell	-100,000	Closed	-$8.89K	–	3981
2022 Q3	$8.89K	Buy	+100,000	New	+$9.67M	﹤0.01%	1046
2021 Q2	–	Sell	-102,500	Closed	-$9.33M	–	3795
2021 Q1	$9.33M	Sell	102,500 -97,500	-49%	-$7.95M	0.01%	1051
2020 Q4	$15.6M	Sell	200,000 -7,900	-4%	-$541K	0.01%	810
2020 Q3	$12.6M	Buy	207,900 +7,900	+4%	+$457K	0.01%	753
2020 Q2	$10.4M	Buy	200,000 +184,000	+1,150%	+$9.38M	0.01%	817
2020 Q1	$767K	Buy	+16,000	New	+$1.08M	﹤0.01%	1805
2019 Q4	–	Sell	-40,000	Closed	-$2.95M	–	4855
2019 Q3	$2.95M	Sell	40,000 -35,000	-47%	-$2.55M	﹤0.01%	1442
2019 Q2	$5.66M	Hold	75,000	–	–	﹤0.01%	1141
2019 Q1	$5.61M	Sell	75,000 -25,000	-25%	-$1.85M	﹤0.01%	1088
2018 Q4	$6.54M	Hold	100,000	–	–	0.01%	962
2018 Q3	$8.25M	Hold	100,000	–	–	0.01%	968
2018 Q2	$7.73M	Hold	100,000	–	–	0.01%	987
2018 Q1	$7.56M	Hold	100,000	–	–	0.01%	972
2017 Q4	$8M	Sell	100,000 -8,300	-8%	-$647K	0.01%	942
2017 Q3	$8.2M	Sell	108,300 -4,500	-4%	-$336K	0.01%	937
2017 Q2	$8.28M	Buy	112,800 +12,800	+13%	+$906K	0.01%	927
2017 Q1	$7.48M	Sell	100,000 -186,500	-65%	-$14.1M	0.01%	921
2016 Q4	$18.9M	Buy	+286,500	New	+$19.1M	0.02%	580
2016 Q1	–	Sell	-122,000	Closed	-$6.88M	–	4191
2015 Q4	$6.88M	Sell	122,000 -50,000	-29%	-$2.88M	0.01%	879
2015 Q3	$9.38M	Buy	172,000 +50,000	+41%	+$2.75M	0.01%	730
2015 Q2	$7.23M	Hold	122,000	–	–	0.01%	946
2015 Q1	$7.32M	Sell	122,000 -51,200	-30%	-$3.18M	0.01%	924
2014 Q4	$12.3M	Sell	173,200 -164,500	-49%	-$11.8M	0.01%	692
2014 Q3	$24.9M	Buy	337,700 +166,500	+97%	+$12.5M	0.03%	424
2014 Q2	$12.6M	Sell	171,200 -92,400	-35%	-$6.44M	0.01%	708
2014 Q1	$17.7M	Buy	263,600 +246,000	+1,398%	+$16M	0.02%	460
2013 Q4	$1.17M	Hold	17,600	–	–	﹤0.01%	1408
2013 Q3	$1.18M	Sell	17,600 -2,000	-10%	-$125K	﹤0.01%	1385
2013 Q2	$1.14M	Buy	+19,600	New	+$1.19M	﹤0.01%	1338

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 $112B AUM 31.26% 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.