Goldman Sachs’s Bank of Montreal BMO Stock Holding History

Goldman Sachs’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	–	Sell	-88,000	Closed	-$11.4M	–	6495
2025 Q4	$11.4M	Hold	88,000	–	–	﹤0.01%	2970
2025 Q3	$11.5M	Hold	88,000	–	–	﹤0.01%	2825
2025 Q2	$9.74M	Hold	88,000	–	–	﹤0.01%	2785
2025 Q1	$8.4M	Buy	+88,000	New	+$8.7M	﹤0.01%	2861
2022 Q1	–	Sell	-500,000	Closed	-$53.9M	–	6578
2021 Q4	$53.9M	Hold	500,000	–	–	0.01%	1275
2021 Q3	$49.9M	Hold	500,000	–	–	0.01%	1288
2021 Q2	$51.3M	Hold	500,000	–	–	0.01%	1234
2021 Q1	$44.6M	Buy	500,000 +490,000	+4,900%	+$40M	0.01%	1258
2020 Q4	$760K	Buy	+10,000	New	+$684K	﹤0.01%	4375
2017 Q1	–	Sell	-100,000	Closed	-$7.19M	–	6759
2016 Q4	$7.19M	Hold	100,000	–	–	﹤0.01%	2724
2016 Q3	$6.56M	Hold	100,000	–	–	﹤0.01%	2799
2016 Q2	$6.34M	Hold	100,000	–	–	﹤0.01%	2673
2016 Q1	$6.07M	Hold	100,000	–	–	﹤0.01%	2592
2015 Q4	$5.64M	Sell	100,000 -314,500	-76%	-$18.1M	﹤0.01%	2714
2015 Q3	$22.6M	Buy	414,500 +314,500	+315%	+$17.3M	0.01%	1629
2015 Q2	$5.93M	Hold	100,000	–	–	﹤0.01%	2825
2015 Q1	$6M	Hold	100,000	–	–	﹤0.01%	2733
2014 Q4	$7.07M	Hold	100,000	–	–	﹤0.01%	2657
2014 Q3	$7.36M	Sell	100,000 -50,000	-33%	-$3.76M	﹤0.01%	2642
2014 Q2	$11M	Hold	150,000	–	–	﹤0.01%	2285
2014 Q1	$10.1M	Sell	150,000 -7,000	-4%	-$455K	﹤0.01%	2357
2013 Q4	$10.5M	Buy	157,000 +150,000	+2,143%	+$10.2M	﹤0.01%	2327
2013 Q3	$468K	Sell	7,000 -400	-5%	-$25.1K	﹤0.01%	5202
2013 Q2	$429K	Buy	+7,400	New	+$448K	﹤0.01%	5058

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs's BMO Position: Q1 2026 in Review

Goldman Sachs increased its Bank of Montreal (BMO) stake by 39% in Q1 2026, buying an estimated $101M and bringing the position to 2,588,821 shares worth $350M. The position accounts for 0.04% of the portfolio, ranked #450.

Goldman Sachs first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $607M in Q2 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Goldman Sachs held 2,588,821 shares of Bank of Montreal worth $350M as of Q1 2026.
Goldman Sachs bought 725,540 Bank of Montreal shares in Q1 2026, an estimated $101M.
Bank of Montreal made up 0.04% of Goldman Sachs's portfolio in Q1 2026, its #450 holding.
Goldman Sachs first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
Goldman Sachs's Bank of Montreal position peaked at $607M in Q2 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.