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	$1.87M	Hold	50,000	–	–	﹤0.01%	1845
2022 Q2	$2.7M	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 $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.