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
2024 Q4	–	Sell	-35,100	Closed	-$2.46M	–	3743
2024 Q3	$2.46M	Buy	+35,100	New	+$2.48M	﹤0.01%	1611
2016 Q4	–	Sell	-40,000	Closed	-$1.25M	–	4116
2016 Q3	$1.25M	Buy	40,000 +3,000	+8%	+$93.1K	﹤0.01%	1721
2016 Q2	$1.17M	Buy	37,000 +27,000	+270%	+$855K	﹤0.01%	1760
2016 Q1	$334K	Buy	+10,000	New	+$312K	﹤0.01%	2212
2015 Q1	–	Sell	-50,000	Closed	-$2.15M	–	4080
2014 Q4	$2.15M	Sell	50,000 -20,000	-29%	-$910K	﹤0.01%	1381
2014 Q3	$3.31M	Sell	70,000 -6,000	-8%	-$308K	﹤0.01%	1243
2014 Q2	$4M	Sell	76,000 -20,000	-21%	-$984K	﹤0.01%	1165
2014 Q1	$4.47M	Buy	+96,000	New	+$4.18M	0.01%	986

Other funds holding IMO

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

First Eagle Investment Management New York $59.9B AUM 27.01% 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 $115B AUM 41.58% 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.