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 $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal increased its Imperial Oil (IMO) stake by 3.9% in Q2 2026, buying an estimated $13.1M and bringing the position to 2,807,722 shares worth $315M. The position accounts for 0.1% of the portfolio, ranked #155.

Bank of Montreal first reported a position in IMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $451M in Q2 2014. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Bank of Montreal held 2,807,722 shares of Imperial Oil worth $315M as of Q2 2026.
Bank of Montreal bought 104,344 Imperial Oil shares in Q2 2026, an estimated $13.1M.
Imperial Oil made up 0.1% of Bank of Montreal's portfolio in Q2 2026, its #155 holding.
Bank of Montreal first reported a position in Imperial Oil in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Imperial Oil position peaked at $451M in Q2 2014.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

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