Bank of Montreal’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.1M | Buy |
79,134
+43,329
| +121% | +$1.08M | ﹤0.01% | 1715 |
|
|
2026
Q1 | $846K | Sell |
35,805
-162,752
| -82% | -$4.1M | ﹤0.01% | 2134 |
|
|
2025
Q4 | $5.94M | Sell |
198,557
-448,683
| -69% | -$14.1M | ﹤0.01% | 1270 |
|
|
2025
Q3 | $20.9M | Buy |
647,240
+239,703
| +59% | +$7.76M | 0.01% | 767 |
|
|
2025
Q2 | $13.9M | Sell |
407,537
-54,913
| -12% | -$1.8M | 0.01% | 852 |
|
|
2025
Q1 | $14.3M | Buy |
462,450
+94,151
| +26% | +$3.05M | 0.01% | 812 |
|
|
2024
Q4 | $11.6M | Buy |
368,299
+48,573
| +15% | +$1.59M | 0.01% | 935 |
|
|
2024
Q3 | $10.5M | Sell |
319,726
-32,124
| -9% | -$937K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $9.51M | Buy |
351,850
+48,633
| +16% | +$1.3M | ﹤0.01% | 1024 |
|
|
2024
Q1 | $9.15M | Buy |
303,217
+23,009
| +8% | +$618K | ﹤0.01% | 1007 |
|
|
2023
Q4 | $7.29M | Sell |
280,208
-13,309
| -5% | -$337K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $8.87M | Buy |
293,517
+65,879
| +29% | +$1.88M | ﹤0.01% | 1039 |
|
|
2023
Q2 | $6.8M | Buy |
227,638
+7,328
| +3% | +$203K | ﹤0.01% | 1190 |
|
|
2023
Q1 | $5.9M | Buy |
220,310
+44,091
| +25% | +$1.33M | ﹤0.01% | 1168 |
|
|
2022
Q4 | $5.5M | Sell |
176,219
-5,013
| -3% | -$143K | ﹤0.01% | 1242 |
|
|
2022
Q3 | $4.7K | Sell |
181,232
-23,685
| -12% | -$652K | ﹤0.01% | 1382 |
|
|
2022
Q2 | $5.48K | Buy |
204,917
+27,896
| +16% | +$779K | ﹤0.01% | 1369 |
|
|
2022
Q1 | $5.16M | Sell |
177,021
-10,245
| -5% | -$270K | ﹤0.01% | 1472 |
|
|
2021
Q4 | $5.02M | Sell |
187,266
-644,888
| -77% | -$16.6M | ﹤0.01% | 1222 |
|
|
2021
Q3 | $20.5M | Buy |
832,154
+640,046
| +333% | +$15.7M | 0.01% | 920 |
|
|
2021
Q2 | $4.92M | Sell |
192,108
-71,419
| -27% | -$1.66M | ﹤0.01% | 1619 |
|
|
2021
Q1 | $5.8M | Buy |
263,527
+145,968
| +124% | +$2.84M | ﹤0.01% | 1274 |
|
|
2020
Q4 | $2.09M | Sell |
117,559
-123,788
| -51% | -$2.16M | ﹤0.01% | 1808 |
|
|
2020
Q3 | $4.14M | Sell |
241,347
-97,228
| -29% | -$1.79M | ﹤0.01% | 1316 |
|
|
2020
Q2 | $7.1M | Sell |
338,575
-7,229
| -2% | -$127K | 0.01% | 1016 |
|
|
2020
Q1 | $5.09M | Sell |
345,804
-390,070
| -53% | -$5.8M | 0.01% | 978 |
|
|
2019
Q4 | $12.3M | Buy |
735,874
+93,620
| +15% | +$1.57M | 0.01% | 877 |
|
|
2019
Q3 | $10.6M | Sell |
642,254
-5,905
| -0.9% | -$94.8K | 0.01% | 859 |
|
|
2019
Q2 | $11.4M | Buy |
648,159
+16,922
| +3% | +$324K | 0.01% | 837 |
|
|
2019
Q1 | $12.2M | Buy |
631,237
+64,854
| +11% | +$1.34M | 0.01% | 784 |
|
|
2018
Q4 | $9.56M | Buy |
566,383
+128,312
| +29% | +$2.36M | 0.01% | 795 |
|
|
2018
Q3 | $10.5M | Sell |
438,071
-301
| -0.1% | -$7.58K | 0.01% | 879 |
|
|
2018
Q2 | $11M | Buy |
438,372
+7,286
| +2% | +$181K | 0.01% | 854 |
|
|
2018
Q1 | $8.86M | Buy |
431,086
+28,883
| +7% | +$622K | 0.01% | 906 |
|
|
2017
Q4 | $8.49M | Hold |
402,203
| – | – | 0.01% | 922 |
|
|
2017
Q3 | $7.77M | Buy |
402,203
+55,511
| +16% | +$1.04M | 0.01% | 957 |
|
|
2017
Q2 | $6.32M | Buy |
346,692
+37,406
| +12% | +$675K | 0.01% | 1061 |
|
|
2017
Q1 | $5.04M | Buy |
309,286
+4,507
| +1% | +$76.2K | ﹤0.01% | 1068 |
|
|
2016
Q4 | $4.64M | Buy |
304,779
+21,108
| +7% | +$312K | ﹤0.01% | 1124 |
|
|
2016
Q3 | $4.47M | Buy |
283,671
+2,574
| +0.9% | +$32.6K | ﹤0.01% | 1139 |
|
|
2016
Q2 | $2.91M | Buy |
281,097
+114,592
| +69% | +$1.37M | ﹤0.01% | 1320 |
|
|
2016
Q1 | $2.04M | Buy |
166,505
+166,350
| +107,323% | +$1.89M | ﹤0.01% | 1429 |
|
|
2015
Q4 | $2K | Buy |
155
+80
| +107% | +$1.05K | ﹤0.01% | 3968 |
|
|
2015
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 3852 |
|
|
2015
Q2 | $1K | Buy |
+75
| New | +$1.32K | ﹤0.01% | 3818 |
|
Other funds holding BOX
Bank of Montreal's BOX Position: Q2 2026 in Review
Bank of Montreal increased its Box (BOX) stake by 121% in Q2 2026, buying an estimated $1.08M and bringing the position to 79,134 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1715.
Bank of Montreal first reported a position in BOX in Q2 2015 and has held it in 45 quarters since. The position peaked at $20.9M in Q3 2025. 369 funds tracked by Wall St. Rank hold BOX as of Q2 2026.
- Bank of Montreal held 79,134 shares of Box worth $2.1M as of Q2 2026.
- Bank of Montreal bought 43,329 Box shares in Q2 2026, an estimated $1.08M.
- Box made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1715 holding.
- Bank of Montreal first reported a position in Box in Q2 2015 and has held it in 45 quarters since.
- Bank of Montreal's Box position peaked at $20.9M in Q3 2025.
- 369 funds tracked by Wall St. Rank held Box as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.