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 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 $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckhead Capital Management's BMO Position: Q1 2026 in Review

Buckhead Capital Management reduced its Bank of Montreal (BMO) stake by 3.8% in Q1 2026, selling an estimated $9.73K and leaving 1,784 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #130.

Buckhead Capital Management first reported a position in BMO in Q2 2021 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Buckhead Capital Management held 1,784 shares of Bank of Montreal worth $241K as of Q1 2026.
Buckhead Capital Management sold 70 Bank of Montreal shares in Q1 2026, an estimated $9.73K.
Bank of Montreal made up 0.09% of Buckhead Capital Management's portfolio in Q1 2026, its #130 holding.
Buckhead Capital Management first reported a position in Bank of Montreal in Q2 2021 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.