Bank of Montreal’s Wayfair W Stock Holding History

Bank of Montreal’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,500	Closed	-$537K	–	3827
2025 Q2	$537K	Buy	+10,500	New	+$392K	﹤0.01%	2236
2023 Q4	–	Sell	-15,000	Closed	-$1.07M	–	4320
2023 Q3	$1.07M	Buy	+15,000	New	+$1.04M	﹤0.01%	2020
2022 Q2	–	Sell	-10,000	Closed	-$1.22M	–	4489
2022 Q1	$1.22M	Buy	+10,000	New	+$1.41M	﹤0.01%	2217

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Bank of Montreal increased its Wayfair (W) stake by 7.1% in Q2 2026, buying an estimated $2.79M and bringing the position to 568,988 shares worth $52.6M. The position accounts for 0.02% of the portfolio, ranked #590.

Bank of Montreal first reported a position in W in Q1 2015 and has held it in 44 quarters since. The position peaked at $271M in Q4 2023. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Bank of Montreal held 568,988 shares of Wayfair worth $52.6M as of Q2 2026.
Bank of Montreal bought 37,903 Wayfair shares in Q2 2026, an estimated $2.79M.
Wayfair made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #590 holding.
Bank of Montreal first reported a position in Wayfair in Q1 2015 and has held it in 44 quarters since.
Bank of Montreal's Wayfair position peaked at $271M in Q4 2023.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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