Cyrus J. Lawrence’s Bank of Montreal BMO Stock Holding History

Cyrus J. Lawrence’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
2025 Q1	–	Sell	-1,400	Closed	-$135K	–	62
2024 Q4	$135K	Hold	1,400	–	–	0.03%	78
2024 Q3	$126K	Hold	1,400	–	–	0.02%	76
2024 Q2	$117K	Hold	1,400	–	–	0.02%	77
2024 Q1	$136K	Buy	+1,400	New	+$132K	0.03%	78
2023 Q3	–	Sell	-1,400	Closed	-$126K	–	133
2023 Q2	$126K	Hold	1,400	–	–	0.03%	74
2023 Q1	$125K	Hold	1,400	–	–	0.04%	75
2022 Q4	$127K	Hold	1,400	–	–	0.04%	76
2022 Q3	$123K	Hold	1,400	–	–	0.02%	78
2022 Q2	$135K	Hold	1,400	–	–	0.04%	94
2022 Q1	$165K	Buy	+1,400	New	+$162K	0.04%	89

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Cyrus J. Lawrence's BMO Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 1,400 shares — an estimated $135K sold.

Cyrus J. Lawrence first reported a position in BMO in Q1 2022 and held it in 10 quarters. The position peaked at $165K in Q1 2022. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Cyrus J. Lawrence reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 1,400 Bank of Montreal shares in Q1 2025, an estimated $135K.
Cyrus J. Lawrence first reported a position in Bank of Montreal in Q1 2022 and held it in 10 quarters.
Cyrus J. Lawrence's Bank of Montreal position peaked at $165K in Q1 2022.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.