Ipswich Investment Management’s Bank of Montreal BMO Stock Holding History

Ipswich Investment Management’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	$850K	Hold	4,810	–	–	0.18%	99
2026 Q1	$651K	Sell	4,810 -675	-12%	-$93.8K	0.15%	111
2025 Q4	$712K	Hold	5,485	–	–	0.16%	99
2025 Q3	$714K	Sell	5,485 -125	-2%	-$14.8K	0.17%	104
2025 Q2	$621K	Hold	5,610	–	–	0.15%	116
2025 Q1	$536K	Hold	5,610	–	–	0.13%	115
2024 Q4	$544K	Sell	5,610 -2,429	-30%	-$230K	0.13%	115
2024 Q3	$725K	Hold	8,039	–	–	0.17%	105
2024 Q2	$674K	Hold	8,039	–	–	0.16%	107
2024 Q1	$785K	Sell	8,039 -100	-1%	-$9.44K	0.18%	104
2023 Q4	$805K	Sell	8,139 -90	-1%	-$7.51K	0.2%	99
2023 Q3	$694K	Sell	8,229 -75	-0.9%	-$6.59K	0.19%	105
2023 Q2	$750K	Hold	8,304	–	–	0.2%	104
2023 Q1	$740K	Hold	8,304	–	–	0.2%	103
2022 Q4	$752K	Hold	8,304	–	–	0.22%	103
2022 Q3	$728K	Sell	8,304 -206	-2%	-$19.9K	0.23%	96
2022 Q2	$818K	Buy	8,510 +508	+6%	+$54K	0.24%	99
2022 Q1	$944K	Sell	8,002 -800	-9%	-$92.7K	0.23%	96
2021 Q4	$948K	Hold	8,802	–	–	0.22%	103
2021 Q3	$878K	Hold	8,802	–	–	0.22%	102
2021 Q2	$903K	Hold	8,802	–	–	0.23%	102
2021 Q1	$784K	Hold	8,802	–	–	0.22%	102
2020 Q4	$669K	Hold	8,802	–	–	0.2%	103
2020 Q3	$514K	Hold	8,802	–	–	0.16%	112
2020 Q2	$467K	Hold	8,802	–	–	0.16%	111
2020 Q1	$442K	Hold	8,802	–	–	0.17%	111
2019 Q4	$682K	Hold	8,802	–	–	0.2%	104
2019 Q3	$649K	Hold	8,802	–	–	0.21%	104
2019 Q2	$664K	Hold	8,802	–	–	0.21%	101
2019 Q1	$659K	Hold	8,802	–	–	0.22%	98
2018 Q4	$575K	Sell	8,802 -500	-5%	-$37.1K	0.21%	93
2018 Q3	$768K	Buy	+9,302	New	+$748K	0.26%	85
2018 Q2	–	Sell	-10,552	Closed	-$797K	–	93
2018 Q1	$797K	Hold	10,552	–	–	0.34%	75
2017 Q4	$844K	Hold	10,552	–	–	0.36%	74
2017 Q3	$799K	Sell	10,552 -700	-6%	-$52.2K	0.36%	72
2017 Q2	$826K	Sell	11,252 -873	-7%	-$61.8K	0.39%	67
2017 Q1	$907K	Sell	12,125 -50	-0.4%	-$3.78K	0.4%	68
2016 Q4	$876K	Hold	12,175	–	–	0.4%	65
2016 Q3	$798K	Hold	12,175	–	–	0.39%	65
2016 Q2	$772K	Sell	12,175 -150	-1%	-$9.51K	0.38%	66
2016 Q1	$766K	Sell	12,325 -200	-2%	-$11K	0.36%	63
2015 Q4	$707K	Buy	12,525 +75	+0.6%	+$4.31K	0.32%	70
2015 Q3	$679K	Buy	12,450 +6,900	+124%	+$379K	0.32%	72
2015 Q2	$329K	Buy	5,550 +500	+10%	+$31.4K	0.15%	98
2015 Q1	$303K	Sell	5,050 -1,950	-28%	-$121K	0.13%	105
2014 Q4	$495K	Sell	7,000 -200	-3%	-$14.3K	0.21%	86
2014 Q3	$530K	Sell	7,200 -3,100	-30%	-$233K	0.23%	75
2014 Q2	$758K	Buy	10,300 +3,100	+43%	+$216K	0.29%	68
2014 Q1	$482K	Sell	7,200 -1,400	-16%	-$90.9K	0.21%	78
2013 Q4	$573K	Buy	8,600 +500	+6%	+$34K	0.24%	83
2013 Q3	$541K	Sell	8,100 -350	-4%	-$22K	0.24%	81
2013 Q2	$490K	Buy	+8,450	New	+$512K	0.21%	91

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

Ipswich Investment Management's BMO Position: Q2 2026 in Review

Ipswich Investment Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 4,810 shares worth $850K. The position accounts for 0.18% of the portfolio, ranked #99.

Ipswich Investment Management first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $948K in Q4 2021. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Ipswich Investment Management held 4,810 shares of Bank of Montreal worth $850K as of Q2 2026.
Ipswich Investment Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.18% of Ipswich Investment Management's portfolio in Q2 2026, its #99 holding.
Ipswich Investment Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
Ipswich Investment Management's Bank of Montreal position peaked at $948K in Q4 2021.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.