Bank of Montreal’s Ionis Pharmaceuticals IONS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-130,000	Closed	-$6.14M	–	4054
2024 Q1	$6.14M	Buy	+130,000	New	+$6.2M	﹤0.01%	1139
2023 Q3	–	Sell	-58,000	Closed	-$2.41M	–	4021
2023 Q2	$2.41M	Sell	58,000 -12,000	-17%	-$461K	﹤0.01%	1708
2023 Q1	$2.5M	Sell	70,000 -9,100	-12%	-$342K	﹤0.01%	1587
2022 Q4	$3.28M	Buy	79,100 +16,900	+27%	+$711K	﹤0.01%	1528
2022 Q3	$2.91K	Buy	+62,200	New	+$2.62M	﹤0.01%	1638
2014 Q3	–	Sell	-40,000	Closed	-$1.38M	–	4201
2014 Q2	$1.38M	Sell	40,000 -68,600	-63%	-$2.16M	﹤0.01%	1601
2014 Q1	$4.69M	Buy	+108,600	New	+$5.26M	0.01%	960
2013 Q4	–	Sell	-22,200	Closed	-$833K	–	3819
2013 Q3	$833K	Sell	22,200 -2,800	-11%	-$83.6K	﹤0.01%	1535
2013 Q2	$672K	Buy	+25,000	New	+$532K	﹤0.01%	1592

Other funds holding IONS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of Montreal reduced its Ionis Pharmaceuticals (IONS) stake by 27% in Q1 2026, selling an estimated $772K and leaving 26,585 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Bank of Montreal first reported a position in IONS in Q2 2013 and has held it in 52 quarters since. The position peaked at $48.9M in Q3 2025. 494 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Bank of Montreal held 26,585 shares of Ionis Pharmaceuticals worth $2M as of Q1 2026.
Bank of Montreal sold 9,777 Ionis Pharmaceuticals shares in Q1 2026, an estimated $772K.
Ionis Pharmaceuticals made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1669 holding.
Bank of Montreal first reported a position in Ionis Pharmaceuticals in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Ionis Pharmaceuticals position peaked at $48.9M in Q3 2025.
494 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

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