Bank of Montreal’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-32,500	Closed	-$550K	–	4933
2020 Q3	$550K	Buy	+32,500	New	+$704K	﹤0.01%	2295
2020 Q1	–	Sell	-50,700	Closed	-$1.91M	–	4131
2019 Q4	$1.91M	Buy	+50,700	New	+$1.93M	﹤0.01%	1908
2017 Q1	–	Sell	-53,228	Closed	-$1.6M	–	3976
2016 Q4	$1.6M	Buy	+53,228	New	+$1.6M	﹤0.01%	1680
2015 Q2	–	Sell	-72,313	Closed	-$2.35M	–	3933
2015 Q1	$2.35M	Sell	72,313 -19,283	-21%	-$631K	﹤0.01%	1301
2014 Q4	$2.9M	Buy	91,596 +78,148	+581%	+$2.63M	﹤0.01%	1250
2014 Q3	$483K	Hold	13,448	–	–	﹤0.01%	2094
2014 Q2	$580K	Buy	+13,448	New	+$555K	﹤0.01%	2005
2013 Q4	–	Sell	-244,509	Closed	-$8.41M	–	3730
2013 Q3	$8.41M	Buy	244,509 +220,058	+900%	+$7.55M	0.01%	567
2013 Q2	$835K	Buy	+24,451	New	+$851K	﹤0.01%	1474

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Bank of Montreal increased its BP (BP) stake by 636% in Q1 2026, buying an estimated $156M and bringing the position to 4,621,966 shares worth $217M. The position accounts for 0.08% of the portfolio, ranked #197.

Bank of Montreal first reported a position in BP in Q2 2013 and has held it in 52 quarters since. The position peaked at $355M in Q2 2014. 1,259 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Bank of Montreal held 4,621,966 shares of BP worth $217M as of Q1 2026.
Bank of Montreal bought 3,994,173 BP shares in Q1 2026, an estimated $156M.
BP made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #197 holding.
Bank of Montreal first reported a position in BP in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's BP position peaked at $355M in Q2 2014.
1,259 funds tracked by Wall St. Rank held BP as of Q1 2026.

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