Bank of Montreal’s ExxonMobil XOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.85M	Sell	28,600 -6,600	-19%	-$963K	﹤0.01%	1328
2025 Q4	$4.24M	Sell	35,200 -36,800	-51%	-$4.27M	﹤0.01%	1384
2025 Q3	$8.12M	Buy	+72,000	New	+$8M	﹤0.01%	1135
2025 Q1	–	Sell	-37,700	Closed	-$4.06M	–	3774
2024 Q4	$4.06M	Buy	37,700 +32,200	+585%	+$3.77M	﹤0.01%	1295
2024 Q3	$637K	Hold	5,500	–	–	﹤0.01%	2265
2024 Q2	$641K	Sell	5,500 -8,400	-60%	-$978K	﹤0.01%	2261
2024 Q1	$1.61M	Buy	+13,900	New	+$1.45M	﹤0.01%	1751
2018 Q2	–	Sell	-7,600	Closed	-$567K	–	4898
2018 Q1	$567K	Sell	7,600 -400	-5%	-$32K	﹤0.01%	2162
2017 Q4	$669K	Buy	+8,000	New	+$662K	﹤0.01%	2152
2017 Q1	–	Sell	-82,900	Closed	-$7.24M	–	4218
2016 Q4	$7.24M	Hold	82,900	–	–	0.01%	929
2016 Q3	$7.24M	Hold	82,900	–	–	0.01%	950
2016 Q2	$7.77M	Buy	+82,900	New	+$7.33M	0.01%	924
2016 Q1	–	Sell	-20,000	Closed	-$1.56M	–	4422
2015 Q4	$1.56M	Buy	+20,000	New	+$1.6M	﹤0.01%	1513
2015 Q3	–	Sell	-25	Closed	-$2K	–	4187
2015 Q2	$2K	Hold	25	–	–	﹤0.01%	3778
2015 Q1	$2K	Buy	+25	New	+$2.22K	﹤0.01%	3806
2014 Q4	–	Sell	-151,200	Closed	-$14.2M	–	4195
2014 Q3	$14.2M	Buy	+151,200	New	+$15.1M	0.02%	639
2014 Q1	–	Sell	-700	Closed	-$71K	–	4180
2013 Q4	$71K	Buy	+700	New	+$64.7K	﹤0.01%	2700
2013 Q3	–	Sell	-10,600	Closed	-$958K	–	3964
2013 Q2	$958K	Buy	+10,600	New	+$954K	﹤0.01%	1415

Other funds holding XOM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bank of Montreal reduced its ExxonMobil (XOM) stake by 8.6% in Q1 2026, selling an estimated $69.6M and leaving 5,086,595 shares worth $863M. The position accounts for 0.32% of the portfolio, ranked #66.

Bank of Montreal first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $956M in Q2 2024. 4,776 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Bank of Montreal held 5,086,595 shares of ExxonMobil worth $863M as of Q1 2026.
Bank of Montreal sold 477,139 ExxonMobil shares in Q1 2026, an estimated $69.6M.
ExxonMobil made up 0.32% of Bank of Montreal's portfolio in Q1 2026, its #66 holding.
Bank of Montreal first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's ExxonMobil position peaked at $956M in Q2 2024.
4,776 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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