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

Buckhead 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	$315K	Hold	1,784	–	–	0.11%	126
2026 Q1	$241K	Sell	1,784 -70	-4%	-$9.73K	0.09%	130
2025 Q4	$241K	Buy	1,854 +104	+6%	+$13.2K	0.09%	125
2025 Q3	$228K	Buy	+1,750	New	+$207K	0.08%	122
2022 Q2	–	Sell	-1,907	Closed	-$225K	–	129
2022 Q1	$225K	Hold	1,907	–	–	0.05%	134
2021 Q4	$205K	Sell	1,907 -184	-9%	-$19.8K	0.04%	144
2021 Q3	$209K	Hold	2,091	–	–	0.05%	141
2021 Q2	$214K	Buy	+2,091	New	+$206K	0.05%	139

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

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

Buckhead Capital Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,784 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #126.

Buckhead Capital Management first reported a position in BMO in Q2 2021 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Buckhead Capital Management held 1,784 shares of Bank of Montreal worth $315K as of Q2 2026.
Buckhead Capital Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.11% of Buckhead Capital Management's portfolio in Q2 2026, its #126 holding.
Buckhead Capital Management first reported a position in Bank of Montreal in Q2 2021 and has held it in 8 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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