Bank of Montreal’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-130,000
| Closed | -$23.1M | – | 3924 |
|
|
2025
Q4 | $23.1M | Hold |
130,000
| – | – | 0.01% | 803 |
|
|
2025
Q3 | $20.7M | Hold |
130,000
| – | – | 0.01% | 772 |
|
|
2025
Q2 | $18.3M | Hold |
130,000
| – | – | 0.01% | 761 |
|
|
2025
Q1 | $15.2M | Sell |
130,000
-100,000
| -43% | -$12.9M | 0.01% | 799 |
|
|
2024
Q4 | $28.9M | Sell |
230,000
-38,500
| -14% | -$4.74M | 0.01% | 615 |
|
|
2024
Q3 | $28M | Buy |
268,500
+38,500
| +17% | +$3.88M | 0.01% | 659 |
|
|
2024
Q2 | $22.5M | Sell |
230,000
-177,200
| -44% | -$16.9M | 0.01% | 723 |
|
|
2024
Q1 | $38.1M | Buy |
407,200
+219,200
| +117% | +$19.3M | 0.01% | 523 |
|
|
2023
Q4 | $17.6M | Buy |
+188,000
| New | +$15M | 0.01% | 836 |
|
|
2023
Q1 | – | Sell |
-312,400
| Closed | -$28.2M | – | 4047 |
|
|
2022
Q4 | $28.2M | Buy |
312,400
+75,400
| +32% | +$6.43M | 0.01% | 580 |
|
|
2022
Q3 | $20.1K | Buy |
237,000
+162,000
| +216% | +$13.7M | 0.01% | 687 |
|
|
2022
Q2 | $5.92K | Sell |
75,000
-35,000
| -32% | -$2.87M | ﹤0.01% | 1325 |
|
|
2022
Q1 | $10M | Buy |
+110,000
| New | +$10.6M | ﹤0.01% | 1142 |
|
|
2021
Q4 | – | Sell |
-40,000
| Closed | -$3.98M | – | 3728 |
|
|
2021
Q3 | $3.98M | Buy |
+40,000
| New | +$3.96M | ﹤0.01% | 1747 |
|
|
2021
Q2 | – | Sell |
-21,600
| Closed | -$1.73M | – | 4467 |
|
|
2021
Q1 | $1.73M | Buy |
+21,600
| New | +$1.66M | ﹤0.01% | 1856 |
|
|
2020
Q2 | – | Sell |
-8,500
| Closed | -$288K | – | 4760 |
|
|
2020
Q1 | $288K | Sell |
8,500
-332,880
| -98% | -$15.7M | ﹤0.01% | 2208 |
|
|
2019
Q4 | $17.5M | Buy |
+341,380
| New | +$16.2M | 0.01% | 734 |
|
|
2019
Q3 | – | Sell |
-40
| Closed | -$2K | – | 4899 |
|
|
2019
Q2 | $2K | Buy |
+40
| New | +$1.78K | ﹤0.01% | 4760 |
|
|
2018
Q4 | – | Sell |
-37,500
| Closed | -$1.75M | – | 4777 |
|
|
2018
Q3 | $1.75M | Buy |
+37,500
| New | +$1.83M | ﹤0.01% | 1741 |
|
|
2017
Q4 | – | Sell |
-42
| Closed | -$2K | – | 4268 |
|
|
2017
Q3 | $2K | Buy |
+42
| New | +$1.95K | ﹤0.01% | 4039 |
|
|
2014
Q3 | – | Sell |
-15,000
| Closed | -$485K | – | 4257 |
|
|
2014
Q2 | $485K | Hold |
15,000
| – | – | ﹤0.01% | 2104 |
|
|
2014
Q1 | $468K | Buy |
+15,000
| New | +$463K | ﹤0.01% | 2080 |
|
Other funds holding MS
VCM
VPM
Bank of Montreal's MS Position: Q1 2026 in Review
Bank of Montreal increased its Morgan Stanley (MS) stake by 0.38% in Q1 2026, buying an estimated $4.34M and bringing the position to 6,663,292 shares worth $1.1B. The position accounts for 0.41% of the portfolio, ranked #51.
Bank of Montreal first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.18B in Q4 2025. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Bank of Montreal held 6,663,292 shares of Morgan Stanley worth $1.1B as of Q1 2026.
- Bank of Montreal bought 25,066 Morgan Stanley shares in Q1 2026, an estimated $4.34M.
- Morgan Stanley made up 0.41% of Bank of Montreal's portfolio in Q1 2026, its #51 holding.
- Bank of Montreal first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Morgan Stanley position peaked at $1.18B in Q4 2025.
- 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.