Blue Bell Private Wealth Management’s Bank of Montreal BMO Stock Holding History

Blue Bell Private 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
2026 Q2	–	Sell	-960	Closed	-$130K	–	724
2026 Q1	$130K	Hold	960	–	–	0.02%	313
2025 Q4	$125K	Hold	960	–	–	0.02%	306
2025 Q3	$125K	Hold	960	–	–	0.02%	302
2025 Q2	$106K	Hold	960	–	–	0.02%	303
2025 Q1	$91.7K	Hold	960	–	–	0.02%	300
2024 Q4	$93.2K	Hold	960	–	–	0.02%	284
2024 Q3	$86.6K	Hold	960	–	–	0.02%	294
2024 Q2	$80.5K	Hold	960	–	–	0.02%	300
2024 Q1	$93.8K	Hold	960	–	–	0.02%	266
2023 Q4	$95K	Hold	960	–	–	0.02%	244
2023 Q3	$81K	Hold	960	–	–	0.02%	215
2023 Q2	$86.7K	Hold	960	–	–	0.02%	208
2023 Q1	$85.5K	Hold	960	–	–	0.03%	191
2022 Q4	$87K	Hold	960	–	–	0.03%	174
2022 Q3	$84K	Hold	960	–	–	0.03%	173
2022 Q2	$92K	Hold	960	–	–	0.03%	165
2022 Q1	$113K	Hold	960	–	–	0.03%	150
2021 Q4	$103K	Buy	+960	New	+$103K	0.03%	160
2016 Q4	–	Sell	-960	Closed	-$63K	–	280
2016 Q3	$63K	Hold	960	–	–	0.04%	183
2016 Q2	$61K	Hold	960	–	–	0.04%	187
2016 Q1	$58K	Hold	960	–	–	0.04%	207
2015 Q4	$54K	Hold	960	–	–	0.04%	204
2015 Q3	$52K	Hold	960	–	–	0.04%	209
2015 Q2	$57K	Hold	960	–	–	0.03%	202
2015 Q1	$57K	Hold	960	–	–	0.03%	204
2014 Q4	$67K	Hold	960	–	–	0.04%	194
2014 Q3	$71K	Hold	960	–	–	0.04%	201
2014 Q2	$71K	Hold	960	–	–	0.04%	192
2014 Q1	$64K	Hold	960	–	–	0.04%	169
2013 Q4	$64K	Buy	+960	New	+$65.3K	0.05%	171

Other funds holding BMO

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Blue Bell Private Wealth Management's BMO Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 960 shares — an estimated $130K sold.

Blue Bell Private Wealth Management first reported a position in BMO in Q4 2013 and held it in 30 quarters. The position peaked at $130K in Q1 2026. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Blue Bell Private Wealth Management reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 960 Bank of Montreal shares in Q2 2026, an estimated $130K.
Blue Bell Private Wealth Management first reported a position in Bank of Montreal in Q4 2013 and held it in 30 quarters.
Blue Bell Private Wealth Management's Bank of Montreal position peaked at $130K in Q1 2026.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.