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 | $630M | Buy |
1,702,300
+1,544,000
| +975% | +$646M | 0.23% | 79 |
|
|
2025
Q4 | $76.6M | Sell |
158,300
-36,700
| -19% | -$18.4M | 0.03% | 433 |
|
|
2025
Q3 | $101M | Buy |
+195,000
| New | +$99.5M | 0.04% | 322 |
|
|
2025
Q2 | – | Sell |
-20,000
| Closed | -$7.51M | – | 3654 |
|
|
2025
Q1 | $7.51M | Sell |
20,000
-22,600
| -53% | -$9.21M | ﹤0.01% | 1037 |
|
|
2024
Q4 | $18M | Sell |
42,600
-31,300
| -42% | -$13.3M | 0.01% | 787 |
|
|
2024
Q3 | $31.6M | Buy |
+73,900
| New | +$31.6M | 0.01% | 613 |
|
|
2024
Q1 | – | Sell |
-123,800
| Closed | -$46.6M | – | 4180 |
|
|
2023
Q4 | $46.6M | Buy |
123,800
+92,500
| +296% | +$32.9M | 0.01% | 510 |
|
|
2023
Q3 | $11M | Hold |
31,300
| – | – | ﹤0.01% | 948 |
|
|
2023
Q2 | $11M | Sell |
31,300
-65,100
| -68% | -$20.4M | ﹤0.01% | 981 |
|
|
2023
Q1 | $33.7M | Buy |
+96,400
| New | +$24.6M | 0.01% | 502 |
|
|
2022
Q4 | – | Sell |
-135,300
| Closed | -$32.5K | – | 4181 |
|
|
2022
Q3 | $32.5K | Sell |
135,300
-510,600
| -79% | -$135M | 0.01% | 512 |
|
|
2022
Q2 | $174K | Buy |
645,900
+499,900
| +342% | +$136M | 0.08% | 156 |
|
|
2022
Q1 | $46M | Sell |
146,000
-368,700
| -72% | -$111M | 0.02% | 494 |
|
|
2021
Q4 | $175M | Buy |
+514,700
| New | +$167M | 0.09% | 172 |
|
|
2021
Q2 | – | Sell |
-39,500
| Closed | -$10M | – | 4470 |
|
|
2021
Q1 | $10M | Sell |
39,500
-35,200
| -47% | -$8.17M | 0.01% | 1008 |
|
|
2020
Q4 | $16.2M | Sell |
74,700
-23,700
| -24% | -$5.1M | 0.01% | 787 |
|
|
2020
Q3 | $20.3M | Buy |
98,400
+26,000
| +36% | +$5.46M | 0.02% | 585 |
|
|
2020
Q2 | $15.5M | Sell |
72,400
-27,600
| -28% | -$5.01M | 0.01% | 670 |
|
|
2020
Q1 | $15.5M | Sell |
100,000
-195,400
| -66% | -$32.1M | 0.02% | 565 |
|
|
2019
Q4 | $46.6M | Sell |
295,400
-398,400
| -57% | -$58.5M | 0.04% | 415 |
|
|
2019
Q3 | $96.5M | Buy |
693,800
+399,000
| +135% | +$54.9M | 0.08% | 205 |
|
|
2019
Q2 | $39.5M | Buy |
294,800
+154,800
| +111% | +$19.7M | 0.03% | 436 |
|
|
2019
Q1 | $16.5M | Sell |
140,000
-237,200
| -63% | -$25.9M | 0.01% | 671 |
|
|
2018
Q4 | $38.3M | Buy |
+377,200
| New | +$40.4M | 0.04% | 389 |
|
|
2018
Q2 | – | Sell |
-100,000
| Closed | -$9.13M | – | 4814 |
|
|
2018
Q1 | $9.13M | Buy |
+100,000
| New | +$9.14M | 0.01% | 889 |
|
|
2016
Q3 | – | Sell |
-50,045
| Closed | -$2.56M | – | 4134 |
|
|
2016
Q2 | $2.56M | Buy |
+50,045
| New | +$2.6M | ﹤0.01% | 1385 |
|
Other funds holding MSFT
VCM
VPM
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. 6,187 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.
- 6,187 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.