Bank of Montreal’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $104M | Sell |
900,569
-150,581
| -14% | -$19.6M | 0.04% | 356 |
|
|
2025
Q4 | $162M | Buy |
1,051,150
+129,011
| +14% | +$19.6M | 0.06% | 267 |
|
|
2025
Q3 | $158M | Buy |
922,139
+67,163
| +8% | +$11.5M | 0.06% | 234 |
|
|
2025
Q2 | $128M | Sell |
854,976
-132,596
| -13% | -$18.2M | 0.06% | 229 |
|
|
2025
Q1 | $138M | Sell |
987,572
-89,701
| -8% | -$14.6M | 0.07% | 212 |
|
|
2024
Q4 | $186M | Sell |
1,077,273
-53,614
| -5% | -$9.34M | 0.09% | 172 |
|
|
2024
Q3 | $175M | Buy |
1,130,887
+28,566
| +3% | +$3.96M | 0.08% | 202 |
|
|
2024
Q2 | $137M | Buy |
1,102,321
+87,733
| +9% | +$10.8M | 0.04% | 243 |
|
|
2024
Q1 | $133M | Sell |
1,014,588
-136,804
| -12% | -$17.1M | 0.04% | 249 |
|
|
2023
Q4 | $153M | Buy |
1,151,392
+212,679
| +23% | +$23M | 0.05% | 216 |
|
|
2023
Q3 | $108M | Buy |
938,713
+242,460
| +35% | +$25.2M | 0.04% | 250 |
|
|
2023
Q2 | $65.4M | Sell |
696,253
-158,227
| -19% | -$13.7M | 0.02% | 334 |
|
|
2023
Q1 | $75.3M | Buy |
854,480
+248,717
| +41% | +$22M | 0.03% | 294 |
|
|
2022
Q4 | $45M | Buy |
605,763
+222,036
| +58% | +$19.2M | 0.02% | 417 |
|
|
2022
Q3 | $36.5K | Sell |
383,727
-32,456
| -8% | -$3.14M | 0.02% | 469 |
|
|
2022
Q2 | $41.7K | Sell |
416,183
-149,407
| -26% | -$16.1M | 0.02% | 481 |
|
|
2022
Q1 | $72M | Sell |
565,590
-381,978
| -40% | -$46.6M | 0.03% | 350 |
|
|
2021
Q4 | $122M | Buy |
947,568
+242,268
| +34% | +$32.3M | 0.07% | 226 |
|
|
2021
Q3 | $84.2M | Buy |
705,300
+324,188
| +85% | +$37.6M | 0.04% | 392 |
|
|
2021
Q2 | $37.7M | Sell |
381,112
-104,375
| -21% | -$9.27M | 0.02% | 612 |
|
|
2021
Q1 | $37.3M | Buy |
485,487
+111,109
| +30% | +$7.67M | 0.02% | 493 |
|
|
2020
Q4 | $23.5M | Buy |
374,378
+114,445
| +44% | +$6.66M | 0.02% | 644 |
|
|
2020
Q3 | $14M | Sell |
259,933
-89,711
| -26% | -$4.8M | 0.01% | 715 |
|
|
2020
Q2 | $18.7M | Buy |
349,644
+155,025
| +80% | +$8.16M | 0.02% | 611 |
|
|
2020
Q1 | $8.02M | Sell |
194,619
-10,158
| -5% | -$562K | 0.01% | 779 |
|
|
2019
Q4 | $11.5M | Sell |
204,777
-2,678,671
| -93% | -$139M | 0.01% | 913 |
|
|
2019
Q3 | $141M | Sell |
2,883,448
-9,051,209
| -76% | -$441M | 0.12% | 148 |
|
|
2019
Q2 | $530M | Sell |
11,934,657
-9,190,324
| -44% | -$367M | 0.45% | 44 |
|
|
2019
Q1 | $739M | Buy |
21,124,981
+7,030,805
| +50% | +$235M | 0.63% | 27 |
|
|
2018
Q4 | $420M | Buy |
14,094,176
+5,189,588
| +58% | +$172M | 0.4% | 54 |
|
|
2018
Q3 | $339M | Buy |
8,904,588
+3,362,373
| +61% | +$121M | 0.27% | 73 |
|
|
2018
Q2 | $178M | Sell |
5,542,215
-5,185,845
| -48% | -$165M | 0.15% | 139 |
|
|
2018
Q1 | $343M | Sell |
10,728,060
-11,504,669
| -52% | -$392M | 0.31% | 62 |
|
|
2017
Q4 | $712M | Buy |
22,232,729
+9,669,716
| +77% | +$315M | 0.62% | 30 |
|
|
2017
Q3 | $419M | Buy |
12,563,013
+1,087,892
| +9% | +$35.8M | 0.38% | 52 |
|
|
2017
Q2 | $383M | Buy |
11,475,121
+5,951,587
| +108% | +$187M | 0.37% | 53 |
|
|
2017
Q1 | $164M | Sell |
5,523,534
-3,741,735
| -40% | -$113M | 0.16% | 133 |
|
|
2016
Q4 | $238M | Buy |
9,265,269
+3,956,652
| +75% | +$103M | 0.25% | 81 |
|
|
2016
Q3 | $136M | Buy |
5,308,617
+2,101,283
| +66% | +$55.4M | 0.15% | 136 |
|
|
2016
Q2 | $78.7M | Buy |
3,207,334
+246,948
| +8% | +$6.57M | 0.09% | 189 |
|
|
2016
Q1 | $83M | Buy |
2,960,386
+952,734
| +47% | +$25.2M | 0.09% | 164 |
|
|
2015
Q4 | $58.7M | Sell |
2,007,652
-438,915
| -18% | -$14M | 0.07% | 220 |
|
|
2015
Q3 | $74.7M | Buy |
2,446,567
+329,758
| +16% | +$11.9M | 0.1% | 179 |
|
|
2015
Q2 | $84.9M | Sell |
2,116,809
-779,891
| -27% | -$32M | 0.1% | 188 |
|
|
2015
Q1 | $111M | Buy |
2,896,700
+861,585
| +42% | +$31.1M | 0.13% | 153 |
|
|
2014
Q4 | $67.6M | Buy |
2,035,115
+1,205,775
| +145% | +$37.7M | 0.08% | 221 |
|
|
2014
Q3 | $25.6M | Buy |
829,340
+118,495
| +17% | +$3.86M | 0.03% | 416 |
|
|
2014
Q2 | $23.3M | Buy |
710,845
+147,044
| +26% | +$4.54M | 0.03% | 443 |
|
|
2014
Q1 | $18.4M | Buy |
563,801
+366,141
| +185% | +$11.7M | 0.02% | 450 |
|
|
2013
Q4 | $6.11M | Buy |
197,660
+13,060
| +7% | +$356K | 0.01% | 775 |
|
|
2013
Q3 | $4.51M | Buy |
184,600
+107,200
| +139% | +$2.39M | 0.01% | 820 |
|
|
2013
Q2 | $1.6M | Buy |
+77,400
| New | +$1.61M | ﹤0.01% | 1194 |
|
Other funds holding BX
VCM
VPM
Bank of Montreal's BX Position: Q1 2026 in Review
Bank of Montreal reduced its Blackstone (BX) stake by 14% in Q1 2026, selling an estimated $19.6M and leaving 900,569 shares worth $104M. The position accounts for 0.04% of the portfolio, ranked #356.
Bank of Montreal first reported a position in BX in Q2 2013 and has held it in 52 quarters since. The position peaked at $739M in Q1 2019. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.
- Bank of Montreal held 900,569 shares of Blackstone worth $104M as of Q1 2026.
- Bank of Montreal sold 150,581 Blackstone shares in Q1 2026, an estimated $19.6M.
- Blackstone made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #356 holding.
- Bank of Montreal first reported a position in Blackstone in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Blackstone position peaked at $739M in Q1 2019.
- 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.