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Code Waechter’s Bank of Montreal BMO Stock Holding History

Code Waechter’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 		$535K Sell
3,025
-557
-16% -$87.6K 0.28% 67
2026
Q1 		$485K Sell
3,582
-904
-20% -$126K 0.29% 69
2025
Q4 		$582K Buy
4,486
+75
+2% +$9.5K 0.37% 59
2025
Q3 		$564K Sell
4,411
-141
-3% -$16.7K 0.37% 57
2025
Q2 		$504K Buy
4,552
+1,600
+54% +$161K 0.36% 62
2025
Q1 		$282K Buy
+2,952
New +$292K 0.23% 96

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Code Waechter's BMO Position: Q2 2026 in Review

Code Waechter reduced its Bank of Montreal (BMO) stake by 16% in Q2 2026, selling an estimated $87.6K and leaving 3,025 shares worth $535K. The position accounts for 0.28% of the portfolio, ranked #67.

Code Waechter first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $582K in Q4 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Code Waechter held 3,025 shares of Bank of Montreal worth $535K as of Q2 2026.
  • Code Waechter sold 557 Bank of Montreal shares in Q2 2026, an estimated $87.6K.
  • Bank of Montreal made up 0.28% of Code Waechter's portfolio in Q2 2026, its #67 holding.
  • Code Waechter first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
  • Code Waechter's Bank of Montreal position peaked at $582K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.