CIBC Asset Management
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CIBC Asset Management’s Bank of Montreal BMO Stock Holding History

CIBC Asset 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 		$920M Buy
6,780,318
+542,579
+9% +$75.4M 2.25% 6
2025
Q4 		$815M Sell
6,237,739
-1,022,421
-14% -$129M 1.97% 10
2025
Q3 		$949M Buy
7,260,160
+1,070,546
+17% +$127M 2.75% 6
2025
Q2 		$687M Sell
6,189,614
-442,333
-7% -$44.6M 2.12% 9
2025
Q1 		$637M Buy
6,631,947
+260,542
+4% +$25.8M 2.11% 10
2024
Q4 		$621M Sell
6,371,405
-256,929
-4% -$24.3M 2.03% 11
2024
Q3 		$601M Sell
6,628,334
-1,531,710
-19% -$131M 1.95% 12
2024
Q2 		$684M Sell
8,160,044
-892,065
-10% -$81M 2.44% 9
2024
Q1 		$884M Buy
9,052,109
+177,592
+2% +$16.8M 3.07% 4
2023
Q4 		$881M Buy
8,874,517
+548,284
+7% +$45.8M 3.29% 3
2023
Q3 		$705M Buy
8,326,233
+29,706
+0.4% +$2.61M 2.92% 5
2023
Q2 		$750M Sell
8,296,527
-222,954
-3% -$19.7M 2.88% 5
2023
Q1 		$758M Buy
8,519,481
+145,809
+2% +$13.8M 3.01% 3
2022
Q4 		$759M Buy
8,373,672
+310,991
+4% +$28.8M 3.19% 3
2022
Q3 		$710M Sell
8,062,681
-715,521
-8% -$69.2M 3.11% 4
2022
Q2 		$844M Buy
8,778,202
+1,822,727
+26% +$194M 3.42% 5
2022
Q1 		$819M Buy
6,955,475
+74,647
+1% +$8.65M 2.88% 5
2021
Q4 		$740M Buy
6,880,828
+514,992
+8% +$55.5M 2.71% 6
2021
Q3 		$631M Buy
6,365,836
+531,070
+9% +$53.5M 2.54% 7
2021
Q2 		$597M Sell
5,834,766
-444,786
-7% -$43.9M 2.42% 7
2021
Q1 		$559M Buy
6,279,552
+262,546
+4% +$21.4M 2.38% 8
2020
Q4 		$456M Buy
6,017,006
+922,927
+18% +$63.2M 2.15% 9
2020
Q3 		$298M Buy
5,094,079
+881,752
+21% +$51.1M 1.52% 17
2020
Q2 		$224M Sell
4,212,327
-659,159
-14% -$33.6M 1.31% 23
2020
Q1 		$245M Sell
4,871,486
-3,014,834
-38% -$204M 1.73% 13
2019
Q4 		$612M Sell
7,886,320
-265,108
-3% -$20M 3.46% 5
2019
Q3 		$600M Sell
8,151,428
-422,256
-5% -$30.8M 3.53% 5
2019
Q2 		$648M Sell
8,573,684
-64,822
-0.8% -$4.96M 3.87% 4
2019
Q1 		$646M Sell
8,638,506
-186,752
-2% -$13.8M 4.01% 4
2018
Q4 		$577M Sell
8,825,258
-1,039,494
-11% -$77.1M 4.24% 5
2018
Q3 		$813M Sell
9,864,752
-128,046
-1% -$10.3M 5.03% 3
2018
Q2 		$773M Sell
9,992,798
-258,064
-3% -$19.9M 4.82% 3
2018
Q1 		$773M Buy
10,250,862
+986,434
+11% +$77.6M 5.02% 3
2017
Q4 		$744M Buy
9,264,428
+2,204,855
+31% +$172M 4.55% 5
2017
Q3 		$533M Buy
7,059,573
+1,731,928
+33% +$129M 3.33% 7
2017
Q2 		$391M Sell
5,327,645
-453,468
-8% -$32.1M 2.7% 10
2017
Q1 		$431M Sell
5,781,113
-37,668
-0.6% -$2.84M 2.96% 10
2016
Q4 		$418M Sell
5,818,781
-79,073
-1% -$5.27M 3.01% 10
2016
Q3 		$387M Sell
5,897,854
-411,818
-7% -$26.8M 2.85% 10
2016
Q2 		$398M Sell
6,309,672
-499,724
-7% -$31.7M 2.99% 11
2016
Q1 		$415M Sell
6,809,396
-389,742
-5% -$21.4M 3.11% 9
2015
Q4 		$407M Sell
7,199,138
-1,032,998
-13% -$59.4M 3.36% 8
2015
Q3 		$448M Buy
8,232,136
+243,130
+3% +$13.4M 3.58% 8
2015
Q2 		$475M Sell
7,989,006
-401,690
-5% -$25.2M 3.3% 7
2015
Q1 		$503M Sell
8,390,696
-784,690
-9% -$48.7M 3.57% 7
2014
Q4 		$651M Sell
9,175,386
-476,488
-5% -$34.1M 4.34% 5
2014
Q3 		$711M Sell
9,651,874
-324,161
-3% -$24.4M 4.24% 5
2014
Q2 		$735M Sell
9,976,035
-506,820
-5% -$35.3M 4.16% 6
2014
Q1 		$702M Sell
10,482,855
-10,886
-0.1% -$707K 4.14% 5
2013
Q4 		$699M Sell
10,493,741
-382,390
-4% -$26M 4.28% 5
2013
Q3 		$727M Buy
10,876,131
+4,802
+0% +$301K 4.64% 5
2013
Q2 		$631M Buy
+10,871,329
New +$659M 4.31% 6

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Asset Management's BMO Position: Q1 2026 in Review

CIBC Asset Management increased its Bank of Montreal (BMO) stake by 8.7% in Q1 2026, buying an estimated $75.4M and bringing the position to 6,780,318 shares worth $920M. The position accounts for 2.25% of the portfolio, ranked #6.

CIBC Asset Management first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $949M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • CIBC Asset Management held 6,780,318 shares of Bank of Montreal worth $920M as of Q1 2026.
  • CIBC Asset Management bought 542,579 Bank of Montreal shares in Q1 2026, an estimated $75.4M.
  • Bank of Montreal made up 2.25% of CIBC Asset Management's portfolio in Q1 2026, its #6 holding.
  • CIBC Asset Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • CIBC Asset Management's Bank of Montreal position peaked at $949M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.