Investors Research Corp’s Bank of Montreal BMO Stock Holding History

Investors Research Corp’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	-65	Closed	-$8.44K	–	856
2025 Q4	$8.44K	Hold	65	–	–	﹤0.01%	637
2025 Q3	$8.47K	Sell	65 -2,037	-97%	-$241K	﹤0.01%	656
2025 Q2	$233K	Hold	2,102	–	–	0.05%	283
2025 Q1	$201K	Buy	2,102 +65	+3%	+$6.43K	0.04%	293
2024 Q4	$198K	Sell	2,037 -120	-6%	-$11.3K	0.04%	303
2024 Q3	$195K	Hold	2,157	–	–	0.04%	313
2024 Q2	$181K	Hold	2,157	–	–	0.04%	317
2024 Q1	$211K	Hold	2,157	–	–	0.05%	316
2023 Q4	$213K	Hold	2,157	–	–	0.05%	318
2023 Q3	$182K	Hold	2,157	–	–	0.05%	337
2023 Q2	$195K	Hold	2,157	–	–	0.05%	332
2023 Q1	$192K	Hold	2,157	–	–	0.05%	331
2022 Q4	$195K	Hold	2,157	–	–	0.05%	324
2022 Q3	$189K	Hold	2,157	–	–	0.06%	305
2022 Q2	$207K	Hold	2,157	–	–	0.06%	307
2022 Q1	$254K	Hold	2,157	–	–	0.07%	295
2021 Q4	$232K	Hold	2,157	–	–	0.07%	283
2021 Q3	$215K	Hold	2,157	–	–	0.07%	284
2021 Q2	$221K	Hold	2,157	–	–	0.08%	283
2021 Q1	$192K	Hold	2,157	–	–	0.07%	302
2020 Q4	$164K	Hold	2,157	–	–	0.06%	328
2020 Q3	$126K	Hold	2,157	–	–	0.06%	343
2020 Q2	$114K	Hold	2,157	–	–	0.06%	340
2020 Q1	$108K	Hold	2,157	–	–	0.07%	315
2019 Q4	$167K	Hold	2,157	–	–	0.08%	310
2019 Q3	$159K	Hold	2,157	–	–	0.08%	296
2019 Q2	$163K	Hold	2,157	–	–	0.09%	287
2019 Q1	$161K	Buy	+2,157	New	+$160K	0.09%	298

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

Investors Research Corp's BMO Position: Q1 2026 in Review

Investors Research Corp sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 65 shares — an estimated $8.44K sold.

Investors Research Corp first reported a position in BMO in Q1 2019 and held it in 28 quarters. The position peaked at $254K in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Investors Research Corp reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
Investors Research Corp sold 65 Bank of Montreal shares in Q1 2026, an estimated $8.44K.
Investors Research Corp first reported a position in Bank of Montreal in Q1 2019 and held it in 28 quarters.
Investors Research Corp's Bank of Montreal position peaked at $254K in Q1 2022.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.