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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal's TEX Position: Q2 2026 in Review

Bank of Montreal reduced its Terex (TEX) stake by 1.3% in Q2 2026, selling an estimated $13K and leaving 16,098 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Bank of Montreal first reported a position in TEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $48.6M in Q3 2018. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Bank of Montreal held 16,098 shares of Terex worth $1.17M as of Q2 2026.
  • Bank of Montreal sold 208 Terex shares in Q2 2026, an estimated $13K.
  • Terex made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2008 holding.
  • Bank of Montreal first reported a position in Terex in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Terex position peaked at $48.6M in Q3 2018.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.