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GAMMA Investing’s Bank of Montreal BMO Stock Holding History

GAMMA Investing’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 		$131K Sell
742
-905
-55% -$142K ﹤0.01% 1604
2026
Q1 		$223K Buy
1,647
+43
+3% +$5.97K 0.01% 1034
2025
Q4 		$208K Hold
1,604
– – 0.01% 1013
2025
Q3 		$209K Hold
1,604
– – 0.01% 950
2025
Q2 		$177K Buy
1,604
+34
+2% +$3.43K 0.01% 997
2025
Q1 		$150K Hold
1,570
– – 0.01% 934
2024
Q4 		$152K Hold
1,570
– – 0.01% 840
2024
Q3 		$142K Sell
1,570
-259
-14% -$22.1K 0.01% 783
2024
Q2 		$153K Buy
1,829
+89
+5% +$8.08K 0.02% 589
2024
Q1 		$170K Hold
1,740
– – 0.03% 444
2023
Q4 		$164K Buy
+1,740
New +$145K 0.04% 367

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

GAMMA Investing's BMO Position: Q2 2026 in Review

GAMMA Investing reduced its Bank of Montreal (BMO) stake by 55% in Q2 2026, selling an estimated $142K and leaving 742 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

GAMMA Investing first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $223K in Q1 2026. 159 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • GAMMA Investing held 742 shares of Bank of Montreal worth $131K as of Q2 2026.
  • GAMMA Investing sold 905 Bank of Montreal shares in Q2 2026, an estimated $142K.
  • Bank of Montreal made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1604 holding.
  • GAMMA Investing first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Bank of Montreal position peaked at $223K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.