Bank of Montreal’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21M Buy
56,600
+55,000
+3,438% +$23M 0.01% 828
2025
Q4
$774K Buy
+1,600
New +$802K ﹤0.01% 2113
2025
Q1
Sell
-11,000
Closed -$4.64M 3652
2024
Q4
$4.64M Hold
11,000
﹤0.01% 1243
2024
Q3
$4.71M Sell
11,000
-9,700
-47% -$4.15M ﹤0.01% 1349
2024
Q2
$9.46M Sell
20,700
-49,100
-70% -$20.7M ﹤0.01% 1025
2024
Q1
$29.6M Sell
69,800
-824,300
-92% -$334M 0.01% 612
2023
Q4
$336M Buy
894,100
+861,500
+2,643% +$307M 0.1% 118
2023
Q3
$11.4M Buy
32,600
+7,600
+30% +$2.51M ﹤0.01% 926
2023
Q2
$8.76M Buy
25,000
+20,000
+400% +$6.27M ﹤0.01% 1061
2023
Q1
$1.75M Buy
+5,000
New +$1.28M ﹤0.01% 1745
2022
Q4
Sell
-51,100
Closed -$12.3K 4180
2022
Q3
$12.3K Buy
51,100
+1,100
+2% +$290K 0.01% 892
2022
Q2
$13.5K Sell
50,000
-10,000
-17% -$2.71M 0.01% 925
2022
Q1
$18.9M Buy
+60,000
New +$18.1M 0.01% 852
2021
Q4
Sell
-310,000
Closed -$88.7M 3730
2021
Q3
$88.7M Buy
310,000
+210,000
+210% +$61.1M 0.04% 381
2021
Q2
$27.1M Buy
100,000
+30,000
+43% +$7.63M 0.01% 760
2021
Q1
$17.7M Sell
70,000
-250,000
-78% -$58M 0.01% 736
2020
Q4
$69.6M Buy
320,000
+268,400
+520% +$57.7M 0.05% 332
2020
Q3
$10.6M Buy
51,600
+17,200
+50% +$3.61M 0.01% 835
2020
Q2
$7.37M Buy
+34,400
New +$6.24M 0.01% 986
2020
Q1
Sell
-1,299,700
Closed -$205M 4478
2019
Q4
$205M Buy
1,299,700
+1,236,400
+1,953% +$182M 0.15% 130
2019
Q3
$8.8M Sell
63,300
-366,400
-85% -$50.4M 0.01% 931
2019
Q2
$57.6M Buy
429,700
+379,700
+759% +$48.2M 0.05% 336
2019
Q1
$5.9M Buy
+50,000
New +$5.46M 0.01% 1065
2018
Q4
Sell
-695,000
Closed -$79.5M 4780
2018
Q3
$79.5M Buy
+695,000
New +$75.3M 0.06% 275
2018
Q2
Sell
-40,000
Closed -$3.65M 4813
2018
Q1
$3.65M Sell
40,000
-1,555,600
-97% -$142M ﹤0.01% 1299
2017
Q4
$136M Buy
+1,595,600
New +$131M 0.12% 176
2017
Q3
Sell
-727
Closed -$51K 4266
2017
Q2
$51K Buy
+727
New +$49.9K ﹤0.01% 3218
2016
Q3
Sell
-303
Closed -$16K 4133
2016
Q2
$16K Sell
303
-29,997
-99% -$1.56M ﹤0.01% 3452
2016
Q1
$1.67M Buy
+30,300
New +$1.59M ﹤0.01% 1523
2015
Q4
Sell
-61,200
Closed -$2.71M 4340
2015
Q3
$2.71M Buy
+61,200
New +$2.75M ﹤0.01% 1177
2015
Q1
Sell
-15,100
Closed -$701K 4122
2014
Q4
$701K Buy
15,100
+4,800
+47% +$225K ﹤0.01% 1887
2014
Q3
$478K Buy
10,300
+7,716
+299% +$344K ﹤0.01% 2099
2014
Q2
$108K Sell
2,584
-28,019
-92% -$1.13M ﹤0.01% 2800
2014
Q1
$1.25M Buy
30,603
+10,908
+55% +$409K ﹤0.01% 1561
2013
Q4
$737K Sell
19,695
-38,485
-66% -$1.4M ﹤0.01% 1631
2013
Q3
$1.94M Buy
+58,180
New +$1.91M ﹤0.01% 1185

Other funds holding MSFT

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

Bank of Montreal increased its Microsoft (MSFT) stake by 5.7% in Q1 2026, buying an estimated $341M and bringing the position to 15,016,936 shares worth $5.56B. The position accounts for 2.07% of the portfolio, ranked #7.

Bank of Montreal first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.24B in Q2 2024. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bank of Montreal held 15,016,936 shares of Microsoft worth $5.56B as of Q1 2026.
  • Bank of Montreal bought 815,692 Microsoft shares in Q1 2026, an estimated $341M.
  • Microsoft made up 2.07% of Bank of Montreal's portfolio in Q1 2026, its #7 holding.
  • Bank of Montreal first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Microsoft position peaked at $8.24B in Q2 2024.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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