Bank of Montreal
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Bank of Montreal’s IBM IBM Stock Holding History

Bank of Montreal’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$310M Sell
1,278,963
-13,638
-1% -$3.69M 0.12% 154
2025
Q4 		$383M Sell
1,292,601
-22,591
-2% -$6.77M 0.13% 121
2025
Q3 		$371M Buy
1,315,192
+124,950
+10% +$32.7M 0.14% 119
2025
Q2 		$351M Sell
1,190,242
-255,008
-18% -$65.7M 0.16% 108
2025
Q1 		$359M Sell
1,445,250
-257,633
-15% -$63M 0.17% 107
2024
Q4 		$374M Buy
1,702,883
+84,737
+5% +$18.9M 0.17% 107
2024
Q3 		$357M Sell
1,618,146
-41,831
-3% -$8.2M 0.16% 117
2024
Q2 		$289M Buy
1,659,977
+177,395
+12% +$30.8M 0.08% 131
2024
Q1 		$283M Sell
1,482,582
-649,058
-30% -$118M 0.09% 137
2023
Q4 		$349M Buy
2,131,640
+623,615
+41% +$94.2M 0.11% 116
2023
Q3 		$222M Buy
1,508,025
+95,477
+7% +$13.6M 0.08% 145
2023
Q2 		$195M Sell
1,412,548
-5,682
-0.4% -$733K 0.07% 151
2023
Q1 		$194M Buy
1,418,230
+19,381
+1% +$2.59M 0.08% 148
2022
Q4 		$211M Buy
1,398,849
+178,721
+15% +$24.7M 0.09% 136
2022
Q3 		$167K Sell
1,220,128
-103,964
-8% -$13.6M 0.07% 154
2022
Q2 		$189K Sell
1,324,092
-48,480
-4% -$6.54M 0.09% 152
2022
Q1 		$181M Sell
1,372,572
-160,099
-10% -$20.9M 0.09% 166
2021
Q4 		$210M Sell
1,532,671
-454,555
-23% -$57M 0.11% 149
2021
Q3 		$283M Buy
1,987,226
+518,867
+35% +$69.4M 0.13% 140
2021
Q2 		$209M Buy
1,468,359
+109,189
+8% +$14.9M 0.1% 170
2021
Q1 		$176M Sell
1,359,170
-697,886
-34% -$83.5M 0.11% 154
2020
Q4 		$253M Buy
2,057,056
+341,210
+20% +$39.4M 0.17% 112
2020
Q3 		$200M Sell
1,715,846
-100,458
-6% -$11.8M 0.17% 121
2020
Q2 		$201M Sell
1,816,304
-132,391
-7% -$15.4M 0.18% 110
2020
Q1 		$205M Sell
1,948,695
-583,200
-23% -$73.8M 0.23% 88
2019
Q4 		$324M Buy
2,531,895
+455,929
+22% +$59.3M 0.24% 77
2019
Q3 		$289M Buy
2,075,966
+117,347
+6% +$15.8M 0.25% 77
2019
Q2 		$258M Buy
1,958,619
+75,565
+4% +$9.93M 0.22% 95
2019
Q1 		$254M Sell
1,883,054
-306,116
-14% -$39M 0.22% 89
2018
Q4 		$238M Buy
2,189,170
+49,584
+2% +$5.95M 0.22% 92
2018
Q3 		$309M Buy
2,139,586
+130,433
+6% +$18.2M 0.24% 85
2018
Q2 		$268M Buy
2,009,153
+127,785
+7% +$17.8M 0.22% 84
2018
Q1 		$276M Buy
1,881,368
+226,882
+14% +$34.3M 0.25% 82
2017
Q4 		$243M Buy
1,654,486
+725,523
+78% +$106M 0.21% 100
2017
Q3 		$129M Sell
928,963
-53,049
-5% -$7.39M 0.12% 170
2017
Q2 		$144M Sell
982,012
-17,672
-2% -$2.66M 0.14% 148
2017
Q1 		$166M Buy
999,684
+99,306
+11% +$16.7M 0.16% 130
2016
Q4 		$140M Sell
900,378
-21,731
-2% -$3.31M 0.15% 137
2016
Q3 		$140M Buy
922,109
+59,998
+7% +$9.1M 0.15% 130
2016
Q2 		$125M Buy
862,111
+209,573
+32% +$30M 0.14% 130
2016
Q1 		$94.5M Sell
652,538
-53,662
-8% -$6.85M 0.1% 148
2015
Q4 		$92.9M Sell
706,200
-22,362
-3% -$3M 0.11% 147
2015
Q3 		$101M Sell
728,562
-325,216
-31% -$48M 0.14% 133
2015
Q2 		$164M Sell
1,053,778
-264,539
-20% -$42.5M 0.19% 112
2015
Q1 		$202M Buy
1,318,317
+159,598
+14% +$24.2M 0.23% 95
2014
Q4 		$178M Buy
1,158,719
+206,520
+22% +$32.9M 0.2% 101
2014
Q3 		$173M Buy
952,199
+132,515
+16% +$24.1M 0.2% 103
2014
Q2 		$142M Buy
819,684
+211,286
+35% +$38M 0.16% 121
2014
Q1 		$112M Sell
608,398
-239,795
-28% -$42.2M 0.14% 126
2013
Q4 		$152M Buy
848,193
+62,473
+8% +$10.8M 0.21% 99
2013
Q3 		$139M Sell
785,720
-353,301
-31% -$64.2M 0.22% 95
2013
Q2 		$208M Buy
+1,139,021
New +$222M 0.37% 55

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of Montreal reduced its IBM (IBM) stake by 1.1% in Q1 2026, selling an estimated $3.69M and leaving 1,278,963 shares worth $310M. The position accounts for 0.12% of the portfolio, ranked #154.

Bank of Montreal first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $383M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Bank of Montreal held 1,278,963 shares of IBM worth $310M as of Q1 2026.
  • Bank of Montreal sold 13,638 IBM shares in Q1 2026, an estimated $3.69M.
  • IBM made up 0.12% of Bank of Montreal's portfolio in Q1 2026, its #154 holding.
  • Bank of Montreal first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's IBM position peaked at $383M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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