Bank of Montreal’s Imperial Oil IMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$354M	Sell	2,703,378 -95,519	-3%	-$10.7M	0.13%	136
2025 Q4	$242M	Buy	2,798,897 +3,439	+0.1%	+$313K	0.08%	185
2025 Q3	$253M	Sell	2,795,458 -439,985	-14%	-$38M	0.1%	156
2025 Q2	$257M	Buy	3,235,443 +451,369	+16%	+$32.2M	0.12%	136
2025 Q1	$201M	Sell	2,784,074 -124,486	-4%	-$8.55M	0.1%	156
2024 Q4	$179M	Sell	2,908,560 -115,146	-4%	-$8.35M	0.08%	178
2024 Q3	$212M	Sell	3,023,706 -272,402	-8%	-$19.3M	0.09%	169
2024 Q2	$227M	Buy	3,296,108 +418,618	+15%	+$28.8M	0.07%	158
2024 Q1	$198M	Sell	2,877,490 -1,622,744	-36%	-$99.1M	0.06%	180
2023 Q4	$259M	Buy	4,500,234 +905,925	+25%	+$52M	0.08%	143
2023 Q3	$212M	Buy	3,594,309 +353,018	+11%	+$19.3M	0.07%	148
2023 Q2	$167M	Buy	3,241,291 +334,475	+12%	+$16.6M	0.06%	172
2023 Q1	$148M	Sell	2,906,816 -2,724,769	-48%	-$136M	0.06%	180
2022 Q4	$277M	Buy	5,631,585 +2,218,736	+65%	+$114M	0.12%	112
2022 Q3	$150K	Buy	3,412,849 +391,794	+13%	+$17.9M	0.06%	167
2022 Q2	$157K	Sell	3,021,055 -494,050	-14%	-$25.3M	0.07%	174
2022 Q1	$169M	Sell	3,515,105 -535,605	-13%	-$23M	0.08%	177
2021 Q4	$145M	Sell	4,050,710 -1,904,506	-32%	-$65.5M	0.08%	197
2021 Q3	$188M	Sell	5,955,216 -137,245	-2%	-$3.8M	0.09%	207
2021 Q2	$204M	Buy	6,092,461 +534,526	+10%	+$16.1M	0.1%	174
2021 Q1	$140M	Buy	5,557,935 +91,242	+2%	+$2.01M	0.09%	186
2020 Q4	$118M	Buy	5,466,693 +69,276	+1%	+$1.11M	0.08%	213
2020 Q3	$63.8M	Buy	5,397,417 +128,451	+2%	+$2.01M	0.05%	297
2020 Q2	$78.8M	Buy	5,268,966 +403,069	+8%	+$6.06M	0.07%	231
2020 Q1	$59.6M	Buy	4,865,897 +1,032,149	+27%	+$21.5M	0.07%	240
2019 Q4	$101M	Buy	3,833,748 +147,360	+4%	+$3.73M	0.08%	236
2019 Q3	$96M	Sell	3,686,388 -1,010,572	-22%	-$26.6M	0.08%	207
2019 Q2	$130M	Sell	4,696,960 -1,058,649	-18%	-$29.7M	0.11%	165
2019 Q1	$158M	Buy	5,755,609 +148,256	+3%	+$4.04M	0.14%	141
2018 Q4	$142M	Sell	5,607,353 -153,125	-3%	-$4.65M	0.13%	144
2018 Q3	$186M	Sell	5,760,478 -1,508,629	-21%	-$48.4M	0.15%	137
2018 Q2	$242M	Buy	7,269,107 +1,182,938	+19%	+$37M	0.2%	97
2018 Q1	$161M	Buy	6,086,169 +679,151	+13%	+$19.6M	0.14%	145
2017 Q4	$169M	Sell	5,407,018 -404,651	-7%	-$12.6M	0.15%	148
2017 Q3	$186M	Buy	5,811,669 +33,756	+0.6%	+$1M	0.17%	119
2017 Q2	$169M	Sell	5,777,913 -367,261	-6%	-$10.7M	0.16%	131
2017 Q1	$187M	Buy	6,145,174 +56,698	+0.9%	+$1.83M	0.18%	115
2016 Q4	$209M	Buy	6,088,476 +106,853	+2%	+$3.59M	0.22%	94
2016 Q3	$187M	Buy	5,981,623 +816,931	+16%	+$25.3M	0.2%	93
2016 Q2	$163M	Sell	5,164,692 -157,001	-3%	-$4.97M	0.19%	108
2016 Q1	$178M	Buy	5,321,693 +225,143	+4%	+$7.03M	0.19%	92
2015 Q4	$166M	Sell	5,096,550 -141,122	-3%	-$4.57M	0.2%	99
2015 Q3	$166M	Buy	5,237,672 +113,551	+2%	+$3.94M	0.23%	93
2015 Q2	$198M	Buy	5,124,121 +12,708	+0.2%	+$523K	0.23%	93
2015 Q1	$204M	Buy	5,111,413 +89,273	+2%	+$3.48M	0.24%	94
2014 Q4	$216M	Sell	5,022,140 -2,938,554	-37%	-$134M	0.24%	90
2014 Q3	$376M	Sell	7,960,694 -608,819	-7%	-$31.3M	0.43%	41
2014 Q2	$451M	Sell	8,569,513 -1,034,473	-11%	-$50.9M	0.5%	35
2014 Q1	$447M	Buy	9,603,986 +3,474,473	+57%	+$151M	0.58%	31
2013 Q4	$271M	Buy	6,129,513 +134,067	+2%	+$5.84M	0.37%	51
2013 Q3	$264M	Buy	5,995,446 +143,264	+2%	+$6.01M	0.41%	44
2013 Q2	$224M	Buy	+5,852,182	New	+$229M	0.4%	45

Other funds holding IMO

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Bank of Montreal reduced its Imperial Oil (IMO) stake by 3.4% in Q1 2026, selling an estimated $10.7M and leaving 2,703,378 shares worth $354M. The position accounts for 0.13% of the portfolio, ranked #136.

Bank of Montreal first reported a position in IMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $451M in Q2 2014. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

Bank of Montreal held 2,703,378 shares of Imperial Oil worth $354M as of Q1 2026.
Bank of Montreal sold 95,519 Imperial Oil shares in Q1 2026, an estimated $10.7M.
Imperial Oil made up 0.13% of Bank of Montreal's portfolio in Q1 2026, its #136 holding.
Bank of Montreal first reported a position in Imperial Oil in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Imperial Oil position peaked at $451M in Q2 2014.
405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

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