Bank of Montreal
LIT icon

Bank of Montreal’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bank of Montreal’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3M Sell
246,142
-19,550
-7% -$1.4M 0.01% 869
2025
Q4 		$17.2M Buy
265,692
+256,800
+2,888% +$15.8M 0.01% 904
2025
Q3 		$506K Buy
8,892
+1,585
+22% +$72.9K ﹤0.01% 2268
2025
Q2 		$281K Sell
7,307
-730
-9% -$27K ﹤0.01% 2611
2025
Q1 		$312K Sell
8,037
-55
-0.7% -$2.25K ﹤0.01% 2492
2024
Q4 		$330K Sell
8,092
-1,108
-12% -$48.8K ﹤0.01% 2486
2024
Q3 		$391K Sell
9,200
-2,378
-21% -$90.6K ﹤0.01% 2576
2024
Q2 		$481K Sell
11,578
-85
-0.7% -$3.71K ﹤0.01% 2428
2024
Q1 		$541K Sell
11,663
-2,324
-17% -$104K ﹤0.01% 2392
2023
Q4 		$727K Sell
13,987
-323,091
-96% -$16M ﹤0.01% 2262
2023
Q3 		$19.6M Buy
337,078
+321,982
+2,133% +$19.7M 0.01% 721
2023
Q2 		$1M Sell
15,096
-442
-3% -$27.6K ﹤0.01% 2181
2023
Q1 		$988K Buy
15,538
+662
+4% +$42.7K ﹤0.01% 2051
2022
Q4 		$942K Sell
14,876
-293
-2% -$19.6K ﹤0.01% 2214
2022
Q3 		$1.16K Buy
15,169
+241
+2% +$17.9K ﹤0.01% 2100
2022
Q2 		$1.15K Sell
14,928
-8,735
-37% -$621K ﹤0.01% 2221
2022
Q1 		$1.85M Sell
23,663
-25,380
-52% -$1.94M ﹤0.01% 1982
2021
Q4 		$4.5M Buy
49,043
+25,691
+110% +$2.28M ﹤0.01% 1275
2021
Q3 		$1.93M Sell
23,352
-429
-2% -$35.2K ﹤0.01% 2095
2021
Q2 		$1.72M Buy
23,781
+5,464
+30% +$352K ﹤0.01% 2151
2021
Q1 		$1.09M Buy
18,317
+12,243
+202% +$800K ﹤0.01% 2124
2020
Q4 		$421K Buy
6,074
+3,969
+189% +$197K ﹤0.01% 2802
2020
Q3 		$86K Sell
2,105
-25
-1% -$941 ﹤0.01% 3162
2020
Q2 		$76K Sell
2,130
-250
-11% -$6.73K ﹤0.01% 3225
2020
Q1 		$49K Buy
2,380
+49
+2% +$1.36K ﹤0.01% 2899
2019
Q4 		$64K Sell
2,331
-183
-7% -$4.67K ﹤0.01% 3720
2019
Q3 		$61K Sell
2,514
-1,086
-30% -$26.9K ﹤0.01% 3527
2019
Q2 		$94K Buy
3,600
+256
+8% +$6.89K ﹤0.01% 3378
2019
Q1 		$95K Sell
3,344
-736
-18% -$21K ﹤0.01% 3089
2018
Q4 		$110K Sell
4,080
-1,934
-32% -$58.8K ﹤0.01% 2907
2018
Q3 		$198K Sell
6,014
-26,003
-81% -$841K ﹤0.01% 2759
2018
Q2 		$1.04M Sell
32,017
-3,724
-10% -$125K ﹤0.01% 1984
2018
Q1 		$1.18M Sell
35,741
-20,196
-36% -$736K ﹤0.01% 1840
2017
Q4 		$2.17M Buy
55,937
+54,492
+3,771% +$2.14M ﹤0.01% 1543
2017
Q3 		$54K Buy
1,445
+1,370
+1,827% +$45.2K ﹤0.01% 3193
2017
Q2 		$2K Hold
75
– – ﹤0.01% 4028
2017
Q1 		$2K Hold
75
– – ﹤0.01% 3833
2016
Q4 		$2K Sell
75
-300
-80% -$7.3K ﹤0.01% 3890
2016
Q3 		$9K Buy
375
+300
+400% +$7.44K ﹤0.01% 3573
2016
Q2 		$2K Hold
75
– – ﹤0.01% 3898
2016
Q1 		$2K Hold
75
– – ﹤0.01% 3975
2015
Q4 		$2K Hold
75
– – ﹤0.01% 3986
2015
Q3 		$1K Hold
75
– – ﹤0.01% 3879
2015
Q2 		$2K Hold
75
– – ﹤0.01% 3756
2015
Q1 		$2K Hold
75
– – ﹤0.01% 3789
2014
Q4 		$2K Hold
75
– – ﹤0.01% 3835
2014
Q3 		$2K Hold
75
– – ﹤0.01% 3910
2014
Q2 		$2K Hold
75
– – ﹤0.01% 4496
2014
Q1 		$2K Hold
75
– – ﹤0.01% 3903
2013
Q4 		$2K Hold
75
– – ﹤0.01% 3622
2013
Q3 		$2K Hold
75
– – ﹤0.01% 3675
2013
Q2 		$2K Buy
+75
New +$1.88K ﹤0.01% 3552

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of Montreal reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 7.4% in Q1 2026, selling an estimated $1.4M and leaving 246,142 shares worth $18.3M. The position accounts for 0.01% of the portfolio, ranked #869.

Bank of Montreal first reported a position in LIT in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.6M in Q3 2023. 280 funds tracked by Wall St. Rank hold LIT as of Q1 2026.

  • Bank of Montreal held 246,142 shares of Global X Lithium & Battery Tech ETF worth $18.3M as of Q1 2026.
  • Bank of Montreal sold 19,550 Global X Lithium & Battery Tech ETF shares in Q1 2026, an estimated $1.4M.
  • Global X Lithium & Battery Tech ETF made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #869 holding.
  • Bank of Montreal first reported a position in Global X Lithium & Battery Tech ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Global X Lithium & Battery Tech ETF position peaked at $19.6M in Q3 2023.
  • 280 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2026.

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