FWCM
BMO icon

Ferguson Wellman Capital Management’s Bank of Montreal BMO Stock Holding History

Ferguson Wellman Capital 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
Q2 		$749K Hold
4,238
– – 0.01% 262
2026
Q1 		$574K Buy
+4,238
New +$589K 0.01% 278
2021
Q1 		– Sell
-4,670
Closed -$355K – 334
2020
Q4 		$355K Hold
4,670
– – 0.01% 309
2020
Q3 		$273K Sell
4,670
-7,240
-61% -$419K 0.01% 310
2020
Q2 		$632K Sell
11,910
-1,150
-9% -$58.6K 0.02% 231
2020
Q1 		$656K Sell
13,060
-200
-2% -$13.6K 0.02% 217
2019
Q4 		$1.03M Hold
13,260
– – 0.03% 216
2019
Q3 		$978K Hold
13,260
– – 0.03% 212
2019
Q2 		$1M Hold
13,260
– – 0.03% 201
2019
Q1 		$992K Buy
13,260
+190
+1% +$14.1K 0.03% 201
2018
Q4 		$854K Sell
13,070
-120
-0.9% -$8.9K 0.03% 212
2018
Q3 		$1.09M Hold
13,190
– – 0.04% 185
2018
Q2 		$1.02M Sell
13,190
-90
-0.7% -$6.93K 0.04% 190
2018
Q1 		$1M Sell
13,280
-1,860
-12% -$146K 0.04% 194
2017
Q4 		$1.21M Sell
15,140
-1,000
-6% -$78K 0.04% 185
2017
Q3 		$1.22M Sell
16,140
-350
-2% -$26.1K 0.04% 179
2017
Q2 		$1.21M Sell
16,490
-1,254
-7% -$88.8K 0.05% 175
2017
Q1 		$1.33M Sell
17,744
-8,170
-32% -$617K 0.05% 172
2016
Q4 		$1.86M Sell
25,914
-164,804
-86% -$11M 0.08% 157
2016
Q3 		$12.5M Buy
190,718
+45,849
+32% +$2.98M 0.53% 60
2016
Q2 		$9.18M Buy
144,869
+13,450
+10% +$853K 0.39% 78
2016
Q1 		$7.98M Buy
131,419
+49,300
+60% +$2.7M 0.34% 84
2015
Q4 		$4.63M Sell
82,119
-615
-0.7% -$35.4K 0.19% 120
2015
Q3 		$4.51M Buy
82,734
+5,715
+7% +$314K 0.2% 124
2015
Q2 		$4.57M Buy
77,019
+65,570
+573% +$4.12M 0.19% 128
2015
Q1 		$687K Sell
11,449
-1,970
-15% -$122K 0.03% 223
2014
Q4 		$949K Sell
13,419
-2,870
-18% -$205K 0.04% 204
2014
Q3 		$1.2M Sell
16,289
-50
-0.3% -$3.76K 0.05% 187
2014
Q2 		$1.2M Sell
16,339
-2,110
-11% -$147K 0.05% 190
2014
Q1 		$1.24M Sell
18,449
-98,516
-84% -$6.4M 0.06% 185
2013
Q4 		$7.8M Buy
116,965
+3,593
+3% +$245K 0.35% 77
2013
Q3 		$7.58M Buy
+113,372
New +$7.11M 0.38% 75

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

Ferguson Wellman Capital Management's BMO Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 4,238 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #262.

Ferguson Wellman Capital Management first reported a position in BMO in Q3 2013 and has held it in 32 quarters since. The position peaked at $12.5M in Q3 2016. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Ferguson Wellman Capital Management held 4,238 shares of Bank of Montreal worth $749K as of Q2 2026.
  • Ferguson Wellman Capital Management left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #262 holding.
  • Ferguson Wellman Capital Management first reported a position in Bank of Montreal in Q3 2013 and has held it in 32 quarters since.
  • Ferguson Wellman Capital Management's Bank of Montreal position peaked at $12.5M in Q3 2016.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.