HM Payson & Co’s Bank of Montreal BMO Stock Holding History

HM Payson & Co’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	$135K	Hold	762	–	–	﹤0.01%	517
2026 Q1	$103K	Hold	762	–	–	﹤0.01%	548
2025 Q4	$98.9K	Hold	762	–	–	﹤0.01%	561
2025 Q3	$99.3K	Hold	762	–	–	﹤0.01%	564
2025 Q2	$84.3K	Buy	762 +322	+73%	+$32.5K	﹤0.01%	565
2025 Q1	$42K	Buy	+440	New	+$43.5K	﹤0.01%	673
2022 Q3	–	Sell	-48	Closed	-$5K	–	984
2022 Q2	$5K	Hold	48	–	–	﹤0.01%	881
2022 Q1	$6K	Hold	48	–	–	﹤0.01%	881
2021 Q4	$5K	Buy	+48	New	+$5.17K	﹤0.01%	943
2020 Q3	–	Sell	-4,000	Closed	-$212K	–	1041
2020 Q2	$212K	Hold	4,000	–	–	0.01%	334
2020 Q1	$201K	Hold	4,000	–	–	0.01%	318
2019 Q4	$310K	Hold	4,000	–	–	0.01%	321
2019 Q3	$295K	Hold	4,000	–	–	0.01%	326
2019 Q2	$302K	Buy	+4,000	New	+$306K	0.01%	324
2018 Q4	–	Sell	-4,095	Closed	-$338K	–	174
2018 Q3	$338K	Buy	4,095 +95	+2%	+$7.64K	0.02%	260
2018 Q2	$309K	Hold	4,000	–	–	0.01%	277
2018 Q1	$302K	Hold	4,000	–	–	0.01%	270
2017 Q4	$320K	Hold	4,000	–	–	0.01%	282
2017 Q3	$303K	Sell	4,000 -375	-9%	-$28K	0.01%	269
2017 Q2	$322K	Hold	4,375	–	–	0.01%	269
2017 Q1	$327K	Hold	4,375	–	–	0.01%	261
2016 Q4	$315K	Hold	4,375	–	–	0.02%	261
2016 Q3	$287K	Hold	4,375	–	–	0.01%	264
2016 Q2	$278K	Hold	4,375	–	–	0.01%	271
2016 Q1	$266K	Buy	+4,375	New	+$240K	0.01%	269

Other funds holding BMO

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HM Payson & Co's BMO Position: Q2 2026 in Review

HM Payson & Co held its Bank of Montreal (BMO) position steady in Q2 2026 at 762 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

HM Payson & Co first reported a position in BMO in Q1 2016 and has held it in 25 quarters since. The position peaked at $338K in Q3 2018. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

HM Payson & Co held 762 shares of Bank of Montreal worth $135K as of Q2 2026.
HM Payson & Co left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #517 holding.
HM Payson & Co first reported a position in Bank of Montreal in Q1 2016 and has held it in 25 quarters since.
HM Payson & Co's Bank of Montreal position peaked at $338K in Q3 2018.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.