Bartlett & Co Wealth Management’s Bank of Montreal BMO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,330	Closed	-$129K	–	1235
2024 Q4	$129K	Hold	1,330	–	–	﹤0.01%	508
2024 Q3	$120K	Hold	1,330	–	–	﹤0.01%	521
2024 Q2	$112K	Sell	1,330 -100	-7%	-$9.08K	﹤0.01%	528
2024 Q1	$140K	Buy	1,430 +100	+8%	+$9.44K	﹤0.01%	504
2023 Q4	$131K	Hold	1,330	–	–	﹤0.01%	537
2023 Q3	$112K	Hold	1,330	–	–	﹤0.01%	523
2023 Q2	$120K	Hold	1,330	–	–	﹤0.01%	518
2023 Q1	$119K	Hold	1,330	–	–	﹤0.01%	445
2022 Q4	$120K	Hold	1,330	–	–	﹤0.01%	445
2022 Q3	$117K	Hold	1,330	–	–	﹤0.01%	443
2022 Q2	$128K	Hold	1,330	–	–	﹤0.01%	425
2022 Q1	$157K	Buy	+1,330	New	+$154K	﹤0.01%	415
2021 Q4	–	Sell	-1,330	Closed	-$133K	–	463
2021 Q3	$133K	Hold	1,330	–	–	﹤0.01%	378
2021 Q2	$136K	Hold	1,330	–	–	﹤0.01%	366
2021 Q1	$119K	Hold	1,330	–	–	﹤0.01%	393
2020 Q4	$101K	Hold	1,330	–	–	﹤0.01%	409
2020 Q3	$77.7K	Hold	1,330	–	–	﹤0.01%	421
2020 Q2	$70.6K	Hold	1,330	–	–	﹤0.01%	435
2020 Q1	$66.8K	Hold	1,330	–	–	﹤0.01%	418
2019 Q4	$103K	Hold	1,330	–	–	﹤0.01%	401
2019 Q3	$98.1K	Buy	+1,330	New	+$96.9K	﹤0.01%	400

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bartlett & Co Wealth Management's BMO Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 1,330 shares — an estimated $129K sold.

Bartlett & Co Wealth Management first reported a position in BMO in Q3 2019 and held it in 21 quarters. The position peaked at $157K in Q1 2022. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Bartlett & Co Wealth Management reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,330 Bank of Montreal shares in Q1 2025, an estimated $129K.
Bartlett & Co Wealth Management first reported a position in Bank of Montreal in Q3 2019 and held it in 21 quarters.
Bartlett & Co Wealth Management's Bank of Montreal position peaked at $157K in Q1 2022.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.