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 Q2	$33.7M	Buy	1,575,109 +842,215	+115%	+$23.6M	0.01%	723
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	$2.77M	Buy	281,212 +194,354	+224%	+$1.9M	﹤0.01%	1658
2022 Q2	$842K	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

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Bank of Montreal increased its Intuitive Machines (LUNR) stake by 115% in Q2 2026, buying an estimated $23.6M and bringing the position to 1,575,109 shares worth $33.7M. The position accounts for 0.01% of the portfolio, ranked #723.

Bank of Montreal first reported a position in LUNR in Q1 2022 and has held it in 10 quarters since. 328 funds tracked by Wall St. Rank hold LUNR as of Q2 2026.

Bank of Montreal held 1,575,109 shares of Intuitive Machines worth $33.7M as of Q2 2026.
Bank of Montreal bought 842,215 Intuitive Machines shares in Q2 2026, an estimated $23.6M.
Intuitive Machines made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #723 holding.
Bank of Montreal first reported a position in Intuitive Machines in Q1 2022 and has held it in 10 quarters since.
328 funds tracked by Wall St. Rank held Intuitive Machines as of Q2 2026.

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