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
2020
Q4 		– Sell
-44,978
Closed -$5.25M – 5020
2020
Q3 		$5.25M Sell
44,978
-22,803
-34% -$2.68M ﹤0.01% 1185
2020
Q2 		$7.5M Buy
+67,781
New +$7.87M 0.01% 980
2020
Q1 		– Sell
-87,759
Closed -$11.2M – 4351
2019
Q4 		$11.2M Buy
87,759
+71,546
+441% +$9.3M 0.01% 922
2019
Q3 		$2.25M Sell
16,213
-76,358
-82% -$10.3M ﹤0.01% 1610
2019
Q2 		$12.2M Buy
92,571
+86,295
+1,375% +$11.3M 0.01% 813
2019
Q1 		$847K Buy
+6,276
New +$800K ﹤0.01% 2078
2016
Q2 		– Sell
-105
Closed -$15K – 4187
2016
Q1 		$15K Sell
105
-257,525
-100% -$32.9M ﹤0.01% 3494
2015
Q4 		$33.9M Buy
+257,630
New +$34.6M 0.04% 336
2015
Q2 		– Sell
-104,600
Closed -$16.1M – 4012
2015
Q1 		$16.1M Buy
+104,600
New +$15.9M 0.02% 597
2014
Q1 		– Sell
-795
Closed -$143K – 4066
2013
Q4 		$143K Buy
+795
New +$137K ﹤0.01% 2371
2013
Q3 		– Sell
-2,667
Closed -$487K – 3850
2013
Q2 		$487K Buy
+2,667
New +$519K ﹤0.01% 1756

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal's IBM Position: Q2 2026 in Review

Bank of Montreal increased its IBM (IBM) stake by 7.2% in Q2 2026, buying an estimated $23.3M and bringing the position to 1,371,339 shares worth $386M. The position accounts for 0.13% of the portfolio, ranked #136.

Bank of Montreal first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bank of Montreal held 1,371,339 shares of IBM worth $386M as of Q2 2026.
  • Bank of Montreal bought 92,376 IBM shares in Q2 2026, an estimated $23.3M.
  • IBM made up 0.13% of Bank of Montreal's portfolio in Q2 2026, its #136 holding.
  • Bank of Montreal first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.