Bank of Montreal’s Lemonade LMND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Buy	+3,604	New	+$211K	﹤0.01%	2910
2023 Q3	–	Sell	-10,959	Closed	-$219K	–	4047
2023 Q2	$219K	Sell	10,959 -4,852	-31%	-$75.9K	﹤0.01%	3165
2023 Q1	$255K	Buy	15,811 +735	+5%	+$11.2K	﹤0.01%	2873
2022 Q4	$314K	Sell	15,076 -76,156	-83%	-$1.51M	﹤0.01%	2885
2022 Q3	$2.04M	Buy	91,232 +603	+0.7%	+$13.7K	﹤0.01%	1804
2022 Q2	$1.82M	Sell	90,629 -179	-0.2%	-$3.77K	﹤0.01%	1938
2022 Q1	$2.55M	Buy	90,808 +15,617	+21%	+$442K	﹤0.01%	1807
2021 Q4	$3.23M	Buy	+75,191	New	+$4.23M	﹤0.01%	1389
2021 Q2	–	Sell	-50,821	Closed	-$4.83M	–	4374
2021 Q1	$4.83M	Buy	50,821 +48,432	+2,027%	+$6.26M	﹤0.01%	1372
2020 Q4	$439K	Buy	2,389 +1,855	+347%	+$137K	﹤0.01%	2767
2020 Q3	$28K	Buy	+534	New	+$33.5K	﹤0.01%	3676

Other funds holding LMND

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Bank of Montreal opened a new position in Lemonade (LMND) in Q2 2026: 3,604 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #2910 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in LMND as recently as Q2 2023.

Bank of Montreal first reported a position in LMND in Q3 2020 and has held it in 11 quarters since. The position peaked at $4.83M in Q1 2021. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Bank of Montreal held 3,604 shares of Lemonade worth $234K as of Q2 2026.
Lemonade was a new Bank of Montreal position in Q2 2026.
Lemonade made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2910 holding.
Bank of Montreal first reported a position in Lemonade in Q3 2020 and has held it in 11 quarters since.
Bank of Montreal's Lemonade position peaked at $4.83M in Q1 2021.
338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

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