Bank of Montreal
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Bank of Montreal’s Lifeway Foods LWAY Stock Holding History

Bank of Montreal’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,295
Closed -$203K – 3738
2025
Q3 		$203K Buy
+7,295
New +$205K ﹤0.01% 2777
2025
Q1 		– Sell
-15,630
Closed -$388K – 3638
2024
Q4 		$388K Buy
+15,630
New +$390K ﹤0.01% 2389
2024
Q3 		– Sell
-33,837
Closed -$540K – 4083
2024
Q2 		$540K Buy
+33,837
New +$614K ﹤0.01% 2352
2018
Q2 		– Sell
-740
Closed -$4K – 4804
2018
Q1 		$4K Buy
+740
New +$5.37K ﹤0.01% 3959
2016
Q2 		– Sell
-92
Closed -$1K – 4222
2016
Q1 		$1K Hold
92
– – ﹤0.01% 4078
2015
Q4 		$1K Buy
+92
New +$1.04K ﹤0.01% 4097
2014
Q3 		– Sell
-120
Closed -$2K – 4234
2014
Q2 		$2K Buy
+120
New +$1.68K ﹤0.01% 4498

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return

Bank of Montreal's LWAY Position: Q4 2025 in Review

Bank of Montreal sold out of Lifeway Foods (LWAY) in Q4 2025, closing a stake of 7,295 shares — an estimated $203K sold.

Bank of Montreal first reported a position in LWAY in Q2 2014 and held it in 7 quarters. The position peaked at $540K in Q2 2024. 89 funds tracked by Wall St. Rank hold LWAY as of Q4 2025.

  • Bank of Montreal reported no remaining Lifeway Foods position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 7,295 Lifeway Foods shares in Q4 2025, an estimated $203K.
  • Bank of Montreal first reported a position in Lifeway Foods in Q2 2014 and held it in 7 quarters.
  • Bank of Montreal's Lifeway Foods position peaked at $540K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.