Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bank of Montreal BMO Stock Holding History

Carson Wealth (CWM LLC)’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 		$537K Sell
3,970
-180
-4% -$25K ﹤0.01% 1961
2025
Q4 		$539K Buy
4,150
+60
+1% +$7.6K ﹤0.01% 1875
2025
Q3 		$533K Buy
4,090
+777
+23% +$92K ﹤0.01% 1758
2025
Q2 		$367K Buy
3,313
+55
+2% +$5.54K ﹤0.01% 1742
2025
Q1 		$311K Buy
3,258
+39
+1% +$3.86K ﹤0.01% 1649
2024
Q4 		$312K Buy
3,219
+1,901
+144% +$180K ﹤0.01% 1569
2024
Q3 		$119K Buy
1,318
+462
+54% +$39.4K ﹤0.01% 2088
2024
Q2 		$72K Buy
856
+5
+0.6% +$454 ﹤0.01% 2207
2024
Q1 		$83K Buy
851
+173
+26% +$16.3K ﹤0.01% 1990
2023
Q4 		$67K Sell
678
-421
-38% -$35.1K ﹤0.01% 2003
2023
Q3 		$93K Buy
1,099
+335
+44% +$29.4K ﹤0.01% 1670
2023
Q2 		$69K Buy
764
+325
+74% +$28.7K ﹤0.01% 1778
2023
Q1 		$39K Sell
439
-53
-11% -$5.03K ﹤0.01% 2039
2022
Q4 		$45K Buy
492
+49
+11% +$4.54K ﹤0.01% 1795
2022
Q3 		$39K Buy
443
+292
+193% +$28.2K ﹤0.01% 1782
2022
Q2 		$15K Sell
151
-126
-45% -$13.4K ﹤0.01% 2300
2022
Q1 		$33K Buy
277
+172
+164% +$19.9K ﹤0.01% 1799
2021
Q4 		$11K Buy
+105
New +$11.3K ﹤0.01% 2286
2021
Q2 		$2K Hold
24
– – ﹤0.01% 2624
2021
Q1 		$2K Hold
24
– – ﹤0.01% 2624
2020
Q4 		$2K Hold
24
– – ﹤0.01% 2623
2020
Q3 		$2K Hold
24
– – ﹤0.01% 2623
2020
Q2 		$2K Hold
24
– – ﹤0.01% 2622
2020
Q1 		$2K Hold
24
– – ﹤0.01% 2622
2019
Q4 		$2K Hold
24
– – ﹤0.01% 2622
2019
Q3 		$2K Hold
24
– – ﹤0.01% 2622
2019
Q2 		$2K Hold
24
– – ﹤0.01% 2622
2019
Q1 		$2K Sell
24
-253
-91% -$18.7K ﹤0.01% 2622
2018
Q4 		$18K Buy
277
+156
+129% +$11.6K ﹤0.01% 1172
2018
Q3 		$10K Sell
121
-25
-17% -$2.01K ﹤0.01% 1142
2018
Q2 		$11K Buy
146
+53
+57% +$4.08K ﹤0.01% 970
2018
Q1 		$7K Buy
+93
New +$7.32K ﹤0.01% 921

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BMO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Bank of Montreal (BMO) stake by 4.3% in Q1 2026, selling an estimated $25K and leaving 3,970 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Carson Wealth (CWM LLC) first reported a position in BMO in Q1 2018 and has held it in 32 quarters since. The position peaked at $539K in Q4 2025. 638 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,970 shares of Bank of Montreal worth $537K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 180 Bank of Montreal shares in Q1 2026, an estimated $25K.
  • Bank of Montreal made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1961 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bank of Montreal in Q1 2018 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Bank of Montreal position peaked at $539K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.