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 Q1	–	Sell	-74,300	Closed	-$3.29M	–	3755
2024 Q4	$3.29M	Buy	74,300 +500	+0.7%	+$23.6K	﹤0.01%	1366
2024 Q3	$4.19M	Sell	73,800 -259,800	-78%	-$12.5M	﹤0.01%	1403
2024 Q2	$17.3M	Sell	333,600 -266,400	-44%	-$15.8M	0.01%	817
2024 Q1	$40.6M	Buy	600,000 +500	+0.1%	+$28.3K	0.01%	505
2023 Q4	$142M	Sell	599,500 -145,500	-20%	-$7.6M	0.04%	237
2023 Q3	$52.9M	Buy	+745,000	New	+$51.8M	0.02%	402
2023 Q1	–	Sell	-65,300	Closed	-$2.46M	–	4218
2022 Q4	$2.46M	Buy	65,300 +15,300	+31%	+$534K	﹤0.01%	1691
2022 Q3	$1.87K	Hold	50,000	–	–	﹤0.01%	1845
2022 Q2	$2.7K	Hold	50,000	–	–	﹤0.01%	1742
2022 Q1	$6.08M	Buy	+50,000	New	+$7.04M	﹤0.01%	1390
2021 Q4	–	Sell	-70,000	Closed	-$19.3M	–	3911
2021 Q3	$19.3M	Sell	70,000 -60,000	-46%	-$16.9M	0.01%	944
2021 Q2	$40.1M	Sell	130,000 -20,000	-13%	-$6.26M	0.02%	589
2021 Q1	$49.8M	Sell	150,000 -29,100	-16%	-$8.59M	0.03%	399
2020 Q4	$46.4M	Sell	179,100 -20,900	-10%	-$5.55M	0.03%	442
2020 Q3	$59.2M	Buy	+200,000	New	+$54.7M	0.05%	312
2018 Q1	–	Sell	-4,000	Closed	-$321K	–	4350
2017 Q4	$321K	Hold	4,000	–	–	﹤0.01%	2490
2017 Q3	$270K	Buy	+4,000	New	+$297K	﹤0.01%	2534

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 $5.72T AUM 30.48% 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. 444 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.
444 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.