Bank of Montreal’s Berkshire Hathaway Class B BRK.B Stock Holding History

Bank of Montreal’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.74M	Buy	+7,800	New	+$3.83M	﹤0.01%	1420
2025 Q2	–	Sell	-6,300	Closed	-$3.36M	–	3527
2025 Q1	$3.36M	Buy	+6,300	New	+$3.06M	﹤0.01%	1328
2024 Q1	–	Sell	-10,000	Closed	-$3.58M	–	3910
2023 Q4	$3.58M	Hold	10,000	–	–	﹤0.01%	1406
2023 Q3	$3.7M	Hold	10,000	–	–	﹤0.01%	1398
2023 Q2	$3.42M	Hold	10,000	–	–	﹤0.01%	1520
2023 Q1	$3.09M	Hold	10,000	–	–	﹤0.01%	1463
2022 Q4	$3.09M	Sell	10,000 -20,000	-67%	-$5.94M	﹤0.01%	1568
2022 Q3	$8.18K	Hold	30,000	–	–	﹤0.01%	1092
2022 Q2	$8.37K	Buy	+30,000	New	+$9.41M	﹤0.01%	1140
2020 Q4	–	Sell	-140,000	Closed	-$29.4M	–	4935
2020 Q3	$29.4M	Buy	+140,000	New	+$28.6M	0.02%	470
2019 Q3	–	Sell	-7,500	Closed	-$1.6M	–	4733
2019 Q2	$1.6M	Buy	+7,500	New	+$1.55M	﹤0.01%	1824
2019 Q1	–	Sell	-50,000	Closed	-$10.2M	–	4333
2018 Q4	$10.2M	Sell	50,000 -189,000	-79%	-$39.5M	0.01%	773
2018 Q3	$51.2M	Buy	239,000 +59,000	+33%	+$12.1M	0.04%	362
2018 Q2	$33.6M	Buy	+180,000	New	+$35.1M	0.03%	451

Other funds holding BRK.B

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal's BRK.B Position: Q1 2026 in Review

Bank of Montreal reduced its Berkshire Hathaway Class B (BRK.B) stake by 12% in Q1 2026, selling an estimated $167M and leaving 2,500,854 shares worth $1.2B. The position accounts for 0.45% of the portfolio, ranked #47.

Bank of Montreal first reported a position in BRK.B in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.61B in Q3 2024. 4,866 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

Bank of Montreal held 2,500,854 shares of Berkshire Hathaway Class B worth $1.2B as of Q1 2026.
Bank of Montreal sold 340,486 Berkshire Hathaway Class B shares in Q1 2026, an estimated $167M.
Berkshire Hathaway Class B made up 0.45% of Bank of Montreal's portfolio in Q1 2026, its #47 holding.
Bank of Montreal first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Berkshire Hathaway Class B position peaked at $1.61B in Q3 2024.
4,866 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

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