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 $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of Montreal reduced its Wayfair (W) stake by 5.1% in Q1 2026, selling an estimated $2.59M and leaving 531,085 shares worth $39.9M. The position accounts for 0.01% of the portfolio, ranked #615.

Bank of Montreal first reported a position in W in Q1 2015 and has held it in 43 quarters since. The position peaked at $271M in Q4 2023. 445 funds tracked by Wall St. Rank hold W as of Q1 2026.

Bank of Montreal held 531,085 shares of Wayfair worth $39.9M as of Q1 2026.
Bank of Montreal sold 28,583 Wayfair shares in Q1 2026, an estimated $2.59M.
Wayfair made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #615 holding.
Bank of Montreal first reported a position in Wayfair in Q1 2015 and has held it in 43 quarters since.
Bank of Montreal's Wayfair position peaked at $271M in Q4 2023.
445 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

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