Bank of Montreal’s GE Aerospace GE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-41,800	Closed	-$10.8M	–	3638
2025 Q2	$10.8M	Buy	+41,800	New	+$9.17M	0.01%	953
2024 Q4	–	Sell	-24,800	Closed	-$4.6M	–	3694
2024 Q3	$4.6M	Buy	+24,800	New	+$4.2M	﹤0.01%	1362
2024 Q2	–	Sell	-115,401	Closed	-$16.3M	–	4002
2024 Q1	$16.3M	Buy	115,401 +96,606	+514%	+$11.4M	﹤0.01%	805
2023 Q4	$1.93M	Hold	18,795	–	–	﹤0.01%	1709
2023 Q3	$1.73M	Hold	18,795	–	–	﹤0.01%	1775
2023 Q2	$1.65M	Buy	+18,795	New	+$1.52M	﹤0.01%	1913
2021 Q2	–	Sell	-75,239	Closed	-$5.04M	–	4145
2021 Q1	$5.04M	Buy	+75,239	New	+$4.56M	﹤0.01%	1344
2019 Q3	–	Sell	-20,064	Closed	-$1.05M	–	4814
2019 Q2	$1.05M	Hold	20,064	–	–	﹤0.01%	2044
2019 Q1	$999K	Buy	+20,064	New	+$945K	﹤0.01%	2029
2018 Q2	–	Sell	-1,669	Closed	-$108K	–	4769
2018 Q1	$108K	Buy	1,669 +1,252	+300%	+$92.8K	﹤0.01%	2927
2017 Q4	$35K	Buy	+417	New	+$39.8K	﹤0.01%	3398
2016 Q3	–	Sell	-89	Closed	-$13K	–	4087
2016 Q2	$13K	Sell	89 -537	-86%	-$78.3K	﹤0.01%	3513
2016 Q1	$95K	Sell	626 -99,198	-99%	-$14M	﹤0.01%	2810
2015 Q4	$14.9M	Buy	99,824 +97,320	+3,887%	+$13.8M	0.02%	591
2015 Q3	$302K	Hold	2,504	–	–	﹤0.01%	2070
2015 Q2	$319K	Buy	2,504 +417	+20%	+$54.1K	﹤0.01%	2199
2015 Q1	$248K	Buy	+2,087	New	+$248K	﹤0.01%	2265
2014 Q4	–	Sell	-41,732	Closed	-$5.12M	–	4067
2014 Q3	$5.12M	Hold	41,732	–	–	0.01%	1073
2014 Q2	$5.26M	Hold	41,732	–	–	0.01%	1062
2014 Q1	$5.18M	Buy	41,732 +30,256	+264%	+$3.74M	0.01%	927
2013 Q4	$1.54M	Buy	11,476 +1,585	+16%	+$200K	﹤0.01%	1282
2013 Q3	$1.13M	Buy	+9,891	New	+$1.13M	﹤0.01%	1406

Other funds holding GE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of Montreal increased its GE Aerospace (GE) stake by 4.4% in Q1 2026, buying an estimated $17.8M and bringing the position to 1,350,452 shares worth $383M. The position accounts for 0.14% of the portfolio, ranked #127.

Bank of Montreal first reported a position in GE in Q2 2013 and has held it in 52 quarters since. The position peaked at $423M in Q4 2014. 3,219 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Bank of Montreal held 1,350,452 shares of GE Aerospace worth $383M as of Q1 2026.
Bank of Montreal bought 56,568 GE Aerospace shares in Q1 2026, an estimated $17.8M.
GE Aerospace made up 0.14% of Bank of Montreal's portfolio in Q1 2026, its #127 holding.
Bank of Montreal first reported a position in GE Aerospace in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's GE Aerospace position peaked at $423M in Q4 2014.
3,219 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

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