Boltwood Capital Management’s Bank of Montreal BMO Stock Holding History

Boltwood Capital 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	$777K	Buy	4,400 +25	+0.6%	+$3.93K	0.18%	112
2026 Q1	$592K	Hold	4,375	–	–	0.15%	119
2025 Q4	$568K	Hold	4,375	–	–	0.15%	123
2025 Q3	$570K	Hold	4,375	–	–	0.15%	119
2025 Q2	$484K	Buy	4,375 +50	+1%	+$5.04K	0.14%	128
2025 Q1	$413K	Buy	4,325 +25	+0.6%	+$2.47K	0.13%	130
2024 Q4	$417K	Buy	4,300 +175	+4%	+$16.5K	0.13%	126
2024 Q3	$372K	Buy	4,125 +125	+3%	+$10.7K	0.11%	133
2024 Q2	$335K	Hold	4,000	–	–	0.1%	137
2024 Q1	$391K	Hold	4,000	–	–	0.12%	131
2023 Q4	$396K	Hold	4,000	–	–	0.13%	122
2023 Q3	$337K	Hold	4,000	–	–	0.13%	122
2023 Q2	$361K	Hold	4,000	–	–	0.13%	124
2023 Q1	$356K	Hold	4,000	–	–	0.13%	122
2022 Q4	$362K	Hold	4,000	–	–	0.15%	116
2022 Q3	$351K	Hold	4,000	–	–	0.16%	116
2022 Q2	$385K	Hold	4,000	–	–	0.17%	116
2022 Q1	$472K	Hold	4,000	–	–	0.18%	115
2021 Q4	$431K	Hold	4,000	–	–	0.16%	116
2021 Q3	$399K	Hold	4,000	–	–	0.16%	121
2021 Q2	$410K	Hold	4,000	–	–	0.17%	118
2021 Q1	$356K	Hold	4,000	–	–	0.16%	121
2020 Q4	$304K	Hold	4,000	–	–	0.15%	124
2020 Q3	$234K	Hold	4,000	–	–	0.13%	133
2020 Q2	$212K	Hold	4,000	–	–	0.13%	124
2020 Q1	$201K	Hold	4,000	–	–	0.14%	124
2019 Q4	$310K	Hold	4,000	–	–	0.17%	120
2019 Q3	$295K	Hold	4,000	–	–	0.19%	117
2019 Q2	$302K	Hold	4,000	–	–	0.19%	113
2019 Q1	$299K	Hold	4,000	–	–	0.19%	116
2018 Q4	$261K	Hold	4,000	–	–	0.18%	112
2018 Q3	$330K	Hold	4,000	–	–	0.2%	111
2018 Q2	$309K	Hold	4,000	–	–	0.2%	113
2018 Q1	$302K	Hold	4,000	–	–	0.21%	107
2017 Q4	$320K	Hold	4,000	–	–	0.2%	109
2017 Q3	$302K	Hold	4,000	–	–	0.2%	105
2017 Q2	$293K	Buy	+4,000	New	+$283K	0.2%	106

Other funds holding BMO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Boltwood Capital Management's BMO Position: Q2 2026 in Review

Boltwood Capital Management increased its Bank of Montreal (BMO) stake by 0.57% in Q2 2026, buying an estimated $3.93K and bringing the position to 4,400 shares worth $777K. The position accounts for 0.18% of the portfolio, ranked #112.

Boltwood Capital Management first reported a position in BMO in Q2 2017 and has held it in 37 quarters since. 112 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Boltwood Capital Management held 4,400 shares of Bank of Montreal worth $777K as of Q2 2026.
Boltwood Capital Management bought 25 Bank of Montreal shares in Q2 2026, an estimated $3.93K.
Bank of Montreal made up 0.18% of Boltwood Capital Management's portfolio in Q2 2026, its #112 holding.
Boltwood Capital Management first reported a position in Bank of Montreal in Q2 2017 and has held it in 37 quarters since.
112 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.