Bank of Montreal
TEX icon

Bank of Montreal’s Terex TEX Stock Holding History

Bank of Montreal’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30,800
Closed -$1.86M – 4224
2023
Q2 		$1.86M Buy
+30,800
New +$1.53M ﹤0.01% 1855
2013
Q3 		– Sell
-10,000
Closed -$263K – 3940
2013
Q2 		$263K Buy
+10,000
New +$309K ﹤0.01% 2060

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of Montreal increased its Terex (TEX) stake by 59% in Q1 2026, buying an estimated $375K and bringing the position to 16,306 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Bank of Montreal first reported a position in TEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $48.6M in Q3 2018. 471 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Bank of Montreal held 16,306 shares of Terex worth $964K as of Q1 2026.
  • Bank of Montreal bought 6,048 Terex shares in Q1 2026, an estimated $375K.
  • Terex made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2054 holding.
  • Bank of Montreal first reported a position in Terex in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Terex position peaked at $48.6M in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Terex as of Q1 2026.

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