Bogart Wealth LLC’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $472K | Buy |
2,673
+290
| +12% | +$45.6K | 0.02% | 195 |
|
|
2026
Q1 | $323K | Buy |
2,383
+2
| +0.1% | +$278 | 0.01% | 210 |
|
|
2025
Q4 | $309K | Buy |
2,381
+179
| +8% | +$22.7K | 0.01% | 210 |
|
|
2025
Q3 | $287K | Hold |
2,202
| – | – | 0.01% | 209 |
|
|
2025
Q2 | $244K | Hold |
2,202
| – | – | 0.01% | 211 |
|
|
2025
Q1 | $210K | Hold |
2,202
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $214K | Hold |
2,202
| – | – | 0.01% | 215 |
|
|
2024
Q3 | $199K | Hold |
2,202
| – | – | 0.01% | 213 |
|
|
2024
Q2 | $185K | Hold |
2,202
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $215K | Hold |
2,202
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $218K | Hold |
2,202
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $186K | Sell |
2,202
-13
| -0.6% | -$1.14K | 0.01% | 197 |
|
|
2023
Q2 | $200K | Buy |
2,215
+546
| +33% | +$48.3K | 0.01% | 196 |
|
|
2023
Q1 | $149K | Sell |
1,669
-212
| -11% | -$20.1K | 0.01% | 197 |
|
|
2022
Q4 | $170K | Sell |
1,881
-722
| -28% | -$66.8K | 0.01% | 187 |
|
|
2022
Q3 | $228K | Hold |
2,603
| – | – | 0.02% | 163 |
|
|
2022
Q2 | $250K | Hold |
2,603
| – | – | 0.02% | 152 |
|
|
2022
Q1 | $307K | Buy |
2,603
+212
| +9% | +$24.6K | 0.03% | 140 |
|
|
2021
Q4 | $258K | Hold |
2,391
| – | – | 0.02% | 145 |
|
|
2021
Q3 | $238K | Hold |
2,391
| – | – | 0.02% | 142 |
|
|
2021
Q2 | $245K | Hold |
2,391
| – | – | 0.03% | 139 |
|
|
2021
Q1 | $213K | Sell |
2,391
-469
| -16% | -$38.3K | 0.03% | 131 |
|
|
2020
Q4 | $217K | Sell |
2,860
-77
| -3% | -$5.27K | 0.04% | 125 |
|
|
2020
Q3 | $171K | Hold |
2,937
| – | – | 0.04% | 128 |
|
|
2020
Q2 | $156K | Sell |
2,937
-752
| -20% | -$38.3K | 0.04% | 123 |
|
|
2020
Q1 | $185K | Sell |
3,689
-33,685
| -90% | -$2.28M | 0.05% | 120 |
|
|
2019
Q4 | $2.9M | Buy |
37,374
+937
| +3% | +$70.5K | 0.93% | 21 |
|
|
2019
Q3 | $2.69M | Buy |
36,437
+350
| +1% | +$25.5K | 1.32% | 17 |
|
|
2019
Q2 | $2.72M | Buy |
36,087
+4,406
| +14% | +$337K | 1.65% | 12 |
|
|
2019
Q1 | $2.37M | Buy |
31,681
+2,065
| +7% | +$153K | 1.14% | 17 |
|
|
2018
Q4 | $1.94M | Buy |
29,616
+646
| +2% | +$47.9K | 0.97% | 19 |
|
|
2018
Q3 | $2.39M | Buy |
28,970
+1,149
| +4% | +$92.4K | 1.38% | 8 |
|
|
2018
Q2 | $2.15M | Buy |
27,821
+907
| +3% | +$69.8K | 1.31% | 8 |
|
|
2018
Q1 | $2.05M | Buy |
26,914
+1,991
| +8% | +$157K | 1.18% | 10 |
|
|
2017
Q4 | $1.99M | Buy |
24,923
+906
| +4% | +$70.6K | 1.28% | 9 |
|
|
2017
Q3 | $1.84M | Buy |
24,017
+330
| +1% | +$24.6K | 1.36% | 12 |
|
|
2017
Q2 | $1.74M | Buy |
23,687
+6,370
| +37% | +$451K | 1.12% | 17 |
|
|
2017
Q1 | $1.29M | Sell |
17,317
-697
| -4% | -$52.6K | 0.86% | 14 |
|
|
2016
Q4 | $1.3M | Buy |
+18,014
| New | +$1.2M | 0.88% | 14 |
|
Other funds holding BMO
Bogart Wealth LLC's BMO Position: Q2 2026 in Review
Bogart Wealth LLC increased its Bank of Montreal (BMO) stake by 12% in Q2 2026, buying an estimated $45.6K and bringing the position to 2,673 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #195.
Bogart Wealth LLC first reported a position in BMO in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.9M in Q4 2019. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.
- Bogart Wealth LLC held 2,673 shares of Bank of Montreal worth $472K as of Q2 2026.
- Bogart Wealth LLC bought 290 Bank of Montreal shares in Q2 2026, an estimated $45.6K.
- Bank of Montreal made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #195 holding.
- Bogart Wealth LLC first reported a position in Bank of Montreal in Q4 2016 and has held it in 39 quarters since.
- Bogart Wealth LLC's Bank of Montreal position peaked at $2.9M in Q4 2019.
- 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.