Iron Horse Wealth Management’s Bank of Montreal BMO Stock Holding History

Iron Horse Wealth 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
2025 Q2	$108K	Hold	980	–	–	0.03%	87
2025 Q1	$93.6K	Hold	980	–	–	0.03%	80
2024 Q4	$95.1K	Hold	980	–	–	0.03%	78
2024 Q3	$88.4K	Hold	980	–	–	0.03%	72
2024 Q2	$82.2K	Hold	980	–	–	0.03%	69
2024 Q1	$95.7K	Hold	980	–	–	0.04%	60
2023 Q4	$97K	Hold	980	–	–	0.04%	59
2023 Q3	$82.7K	Hold	980	–	–	0.04%	62
2023 Q2	$88.5K	Hold	980	–	–	0.04%	55
2023 Q1	$87.3K	Hold	980	–	–	0.04%	61
2022 Q4	$89K	Buy	980 +730	+292%	+$67.6K	0.05%	54
2022 Q3	$22K	Sell	250 -730	-74%	-$70.6K	0.03%	60
2022 Q2	$94K	Hold	980	–	–	0.05%	53
2022 Q1	$116K	Hold	980	–	–	0.06%	53
2021 Q4	$106K	Hold	980	–	–	0.06%	58
2021 Q3	$98K	Sell	980 -200	-17%	-$20.1K	0.06%	53
2021 Q2	$121K	Hold	1,180	–	–	0.08%	49
2021 Q1	$105K	Hold	1,180	–	–	0.08%	53
2020 Q4	$90K	Buy	+1,180	New	+$80.8K	0.07%	54

Other funds holding BMO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Iron Horse Wealth Management's BMO Position: Q2 2025 in Review

Iron Horse Wealth Management held its Bank of Montreal (BMO) position steady in Q2 2025 at 980 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #87.

Iron Horse Wealth Management first reported a position in BMO in Q4 2020 and has held it in 19 quarters since. The position peaked at $121K in Q2 2021. 565 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Iron Horse Wealth Management held 980 shares of Bank of Montreal worth $108K as of Q2 2025.
Iron Horse Wealth Management left its Bank of Montreal share count unchanged in Q2 2025.
Bank of Montreal made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #87 holding.
Iron Horse Wealth Management first reported a position in Bank of Montreal in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Bank of Montreal position peaked at $121K in Q2 2021.
565 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.