Bank of Montreal’s XPO XPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-32,400	Closed	-$4.09M	–	3841
2025 Q2	$4.09M	Buy	+32,400	New	+$3.63M	﹤0.01%	1331
2024 Q4	–	Sell	-50,000	Closed	-$5.58M	–	3983
2024 Q3	$5.58M	Buy	+50,000	New	+$5.6M	﹤0.01%	1265
2023 Q4	–	Sell	-201,500	Closed	-$14.3M	–	4339
2023 Q3	$14.3M	Buy	+201,500	New	+$13.9M	0.01%	845
2015 Q4	–	Sell	-141,967	Closed	-$1.17M	–	4450
2015 Q3	$1.17M	Buy	141,967 +133,293	+1,537%	+$1.75M	﹤0.01%	1508
2015 Q2	$136K	Buy	+8,674	New	+$141K	﹤0.01%	2584
2014 Q4	–	Sell	-28,914	Closed	-$377K	–	4196
2014 Q3	$377K	Sell	28,914 -224,083	-89%	-$2.45M	﹤0.01%	2219
2014 Q2	$2.5M	Buy	+252,997	New	+$2.31M	﹤0.01%	1369

Other funds holding XPO

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Bank of Montreal reduced its XPO (XPO) stake by 55% in Q1 2026, selling an estimated $6.23M and leaving 28,992 shares worth $5.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Bank of Montreal first reported a position in XPO in Q4 2013 and has held it in 49 quarters since. The position peaked at $26.7M in Q1 2019. 672 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

Bank of Montreal held 28,992 shares of XPO worth $5.64M as of Q1 2026.
Bank of Montreal sold 34,779 XPO shares in Q1 2026, an estimated $6.23M.
XPO made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1283 holding.
Bank of Montreal first reported a position in XPO in Q4 2013 and has held it in 49 quarters since.
Bank of Montreal's XPO position peaked at $26.7M in Q1 2019.
672 funds tracked by Wall St. Rank held XPO as of Q1 2026.

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