Bank of Montreal’s Intuitive Machines LUNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6M	Buy	732,894 +1,032	+0.1%	+$19K	0.01%	987
2025 Q4	$11.9M	Sell	731,862 -67,981	-8%	-$787K	﹤0.01%	1046
2025 Q3	$8.41M	Buy	+799,843	New	+$8.11M	﹤0.01%	1114
2024 Q4	–	Sell	-13,463	Closed	-$118K	–	3781
2024 Q3	$118K	Buy	+13,463	New	+$66.9K	﹤0.01%	3193
2023 Q3	–	Sell	-26,000	Closed	-$255K	–	4056
2023 Q2	$255K	Buy	+26,000	New	+$221K	﹤0.01%	3065
2023 Q1	–	Sell	-76,300	Closed	-$771K	–	4016
2022 Q4	$771K	Sell	76,300 -204,912	-73%	-$2.03M	﹤0.01%	2347
2022 Q3	$2.77K	Buy	281,212 +194,354	+224%	+$1.9M	﹤0.01%	1658
2022 Q2	$842	Buy	86,858 +57,258	+193%	+$554K	﹤0.01%	2418
2022 Q1	$287K	Buy	+29,600	New	+$286K	﹤0.01%	3215

Other funds holding LUNR

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

TOTUOP

Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Bank of Montreal increased its Intuitive Machines (LUNR) stake by 0.14% in Q1 2026, buying an estimated $19K and bringing the position to 732,894 shares worth $13.6M. The position accounts for 0.01% of the portfolio, ranked #987.

Bank of Montreal first reported a position in LUNR in Q1 2022 and has held it in 9 quarters since. 281 funds tracked by Wall St. Rank hold LUNR as of Q1 2026.

Bank of Montreal held 732,894 shares of Intuitive Machines worth $13.6M as of Q1 2026.
Bank of Montreal bought 1,032 Intuitive Machines shares in Q1 2026, an estimated $19K.
Intuitive Machines made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #987 holding.
Bank of Montreal first reported a position in Intuitive Machines in Q1 2022 and has held it in 9 quarters since.
281 funds tracked by Wall St. Rank held Intuitive Machines as of Q1 2026.

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