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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
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 $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

Code Waechter's BMO Position: Q1 2026 in Review

Code Waechter reduced its Bank of Montreal (BMO) stake by 20% in Q1 2026, selling an estimated $126K and leaving 3,582 shares worth $485K. The position accounts for 0.29% of the portfolio, ranked #69.

Code Waechter first reported a position in BMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $582K in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Code Waechter held 3,582 shares of Bank of Montreal worth $485K as of Q1 2026.
  • Code Waechter sold 904 Bank of Montreal shares in Q1 2026, an estimated $126K.
  • Bank of Montreal made up 0.29% of Code Waechter's portfolio in Q1 2026, its #69 holding.
  • Code Waechter first reported a position in Bank of Montreal in Q1 2025 and has held it in 5 quarters since.
  • Code Waechter's Bank of Montreal position peaked at $582K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.