Fidelity Investments’s Bank of Montreal BMO Stock Holding History

Fidelity Investments’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	$988M	Buy	7,293,193 +695,262	+11%	+$96.6M	0.05%	300
2025 Q4	$857M	Sell	6,597,931 -1,500,741	-19%	-$190M	0.04%	342
2025 Q3	$1.06B	Buy	8,098,672 +3,245,386	+67%	+$384M	0.05%	272
2025 Q2	$538M	Sell	4,853,286 -119,250	-2%	-$12M	0.03%	463
2025 Q1	$475M	Sell	4,972,536 -235,895	-5%	-$23.3M	0.03%	472
2024 Q4	$506M	Buy	5,208,431 +161,710	+3%	+$15.3M	0.03%	467
2024 Q3	$455M	Buy	5,046,721 +625,797	+14%	+$53.4M	0.03%	510
2024 Q2	$371M	Buy	4,420,924 +952,301	+27%	+$86.5M	0.02%	561
2024 Q1	$339M	Buy	3,468,623 +141,977	+4%	+$13.4M	0.02%	584
2023 Q4	$329M	Buy	3,326,646 +29,517	+0.9%	+$2.46M	0.03%	561
2023 Q3	$278M	Buy	3,297,129 +301,391	+10%	+$26.5M	0.02%	579
2023 Q2	$271M	Sell	2,995,738 -2,749,074	-48%	-$243M	0.02%	609
2023 Q1	$512M	Sell	5,744,812 -508,748	-8%	-$48.3M	0.05%	396
2022 Q4	$567M	Buy	6,253,560 +2,637,985	+73%	+$244M	0.06%	342
2022 Q3	$317M	Buy	3,615,575 +462,658	+15%	+$44.7M	0.03%	500
2022 Q2	$303M	Sell	3,152,917 -46,905	-1%	-$4.98M	0.03%	548
2022 Q1	$377M	Buy	3,199,822 +139,800	+5%	+$16.2M	0.03%	538
2021 Q4	$329M	Buy	3,060,022 +21,720	+0.7%	+$2.34M	0.02%	603
2021 Q3	$303M	Buy	3,038,302 +165,392	+6%	+$16.6M	0.02%	631
2021 Q2	$294M	Buy	2,872,910 +23,178	+0.8%	+$2.29M	0.02%	661
2021 Q1	$254M	Sell	2,849,732 -33,634	-1%	-$2.74M	0.02%	680
2020 Q4	$219M	Sell	2,883,366 -169,650	-6%	-$11.6M	0.02%	709
2020 Q3	$178M	Sell	3,053,016 -27,003	-0.9%	-$1.56M	0.02%	673
2020 Q2	$164M	Buy	3,080,019 +443,398	+17%	+$22.6M	0.02%	687
2020 Q1	$133M	Buy	2,636,621 +1,367,199	+108%	+$92.7M	0.02%	653
2019 Q4	$98.4M	Sell	1,269,422 -43,529	-3%	-$3.28M	0.01%	916
2019 Q3	$96.7M	Buy	1,312,951 +257,070	+24%	+$18.7M	0.01%	908
2019 Q2	$79.8M	Sell	1,055,881 -22,899	-2%	-$1.75M	0.01%	1010
2019 Q1	$80.7M	Sell	1,078,780 -143,102	-12%	-$10.6M	0.01%	991
2018 Q4	$79.8M	Buy	1,221,882 +25,437	+2%	+$1.89M	0.01%	944
2018 Q3	$98.7M	Buy	1,196,445 +583,957	+95%	+$47M	0.01%	958
2018 Q2	$47.3M	Sell	612,488 -3,327,745	-84%	-$256M	0.01%	1300
2018 Q1	$298M	Buy	3,940,233 +2,659,133	+208%	+$209M	0.04%	517
2017 Q4	$103M	Buy	1,281,100 +64,190	+5%	+$5M	0.01%	989
2017 Q3	$92.1M	Buy	1,216,910 +323,290	+36%	+$24.1M	0.01%	1008
2017 Q2	$65.6M	Sell	893,620 -633,810	-41%	-$44.9M	0.01%	1176
2017 Q1	$114M	Buy	1,527,430 +12,910	+0.9%	+$975K	0.01%	932
2016 Q4	$109M	Sell	1,514,520 -49,010	-3%	-$3.27M	0.01%	949
2016 Q3	$102M	Sell	1,563,530 -681,202	-30%	-$44.3M	0.01%	958
2016 Q2	$142M	Buy	2,244,732 +355,122	+19%	+$22.5M	0.02%	812
2016 Q1	$115M	Sell	1,889,610 -686,361	-27%	-$37.6M	0.02%	903
2015 Q4	$145M	Buy	2,575,971 +43,701	+2%	+$2.51M	0.02%	802
2015 Q3	$138M	Sell	2,532,270 -252,090	-9%	-$13.8M	0.02%	815
2015 Q2	$165M	Sell	2,784,360 -98,100	-3%	-$6.16M	0.02%	797
2015 Q1	$173M	Sell	2,882,460 -1,106,000	-28%	-$68.6M	0.02%	760
2014 Q4	$282M	Sell	3,988,460 -809,203	-17%	-$57.9M	0.04%	512
2014 Q3	$353M	Buy	4,797,663 +58,602	+1%	+$4.41M	0.05%	415
2014 Q2	$349M	Sell	4,739,061 -55,700	-1%	-$3.88M	0.05%	439
2014 Q1	$321M	Sell	4,794,761 -4,322,700	-47%	-$281M	0.04%	442
2013 Q4	$608M	Sell	9,117,461 -2,888,959	-24%	-$197M	0.09%	259
2013 Q3	$801M	Buy	12,006,420 +4,890,756	+69%	+$307M	0.12%	184
2013 Q2	$413M	Buy	+7,115,664	New	+$431M	0.07%	337