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Ironwood Investment Counsel’s Bank of Montreal BMO Stock Holding History

Ironwood Investment Counsel’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 		$284K Hold
1,605
– – 0.04% 229
2026
Q1 		$217K Hold
1,605
– – 0.03% 255
2025
Q4 		$208K Sell
1,605
-80
-5% -$10.1K 0.03% 260
2025
Q3 		$219K Buy
+1,685
New +$199K 0.03% 248

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ironwood Investment Counsel's BMO Position: Q2 2026 in Review

Ironwood Investment Counsel held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,605 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #229.

Ironwood Investment Counsel first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. 330 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Ironwood Investment Counsel held 1,605 shares of Bank of Montreal worth $284K as of Q2 2026.
  • Ironwood Investment Counsel left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.04% of Ironwood Investment Counsel's portfolio in Q2 2026, its #229 holding.
  • Ironwood Investment Counsel first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
  • 330 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.