KJHP
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K.J. Harrison & Partners’s Bank of Montreal BMO Stock Holding History

K.J. Harrison & Partners’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 		$6.48M Sell
47,958
-1,648
-3% -$229K 1.07% 24
2025
Q4 		$6.45M Sell
49,606
-1,241
-2% -$157K 0.86% 29
2025
Q3 		$6.62M Sell
50,847
-1,641
-3% -$194K 0.95% 29
2025
Q2 		$5.81M Buy
52,488
+12,785
+32% +$1.29M 0.96% 30
2025
Q1 		$3.8M Sell
39,703
-35
-0.1% -$3.46K 0.74% 37
2024
Q4 		$3.85M Sell
39,738
-353
-0.9% -$33.4K 0.6% 48
2024
Q3 		$3.72M Sell
40,091
-79,322
-66% -$6.77M 0.56% 49
2024
Q2 		$10M Sell
119,413
-36,097
-23% -$3.28M 1.65% 14
2024
Q1 		$15.2M Buy
155,510
+73,781
+90% +$6.97M 2.35% 6
2023
Q4 		$8.1M Buy
81,729
+18,056
+28% +$1.51M 1.37% 14
2023
Q3 		$5.4M Buy
63,673
+223
+0.4% +$19.6K 1.22% 25
2023
Q2 		$5.71M Sell
63,450
-869
-1% -$76.8K 1.04% 22
2023
Q1 		$5.63M Buy
64,319
+37,026
+136% +$3.51M 1.14% 19
2022
Q4 		$3.35M Buy
27,293
+1,187
+5% +$110K 0.65% 50
2022
Q3 		$2.31M Sell
26,106
-330
-1% -$31.9K 0.82% 36
2022
Q2 		$2.54M Sell
26,436
-72,487
-73% -$7.7M 0.69% 42
2022
Q1 		$11.6M Buy
98,923
+6,445
+7% +$747K 1.87% 11
2021
Q4 		$9.95M Sell
92,478
-1,949
-2% -$210K 1.41% 9
2021
Q3 		$9.43M Buy
94,427
+739
+0.8% +$74.4K 1.37% 10
2021
Q2 		$9.61K Sell
93,688
-17,073
-15% -$1.69M 1.01% 14
2021
Q1 		$9.87M Buy
110,761
+6,302
+6% +$514K 1.53% 12
2020
Q4 		$7.92M Buy
104,459
+78,984
+310% +$5.41M 1.29% 12
2020
Q3 		$1.49M Buy
25,475
+143
+0.6% +$8.28K 0.31% 109
2020
Q2 		$1.34M Buy
25,332
+4,597
+22% +$234K 0.37% 83
2020
Q1 		$1.04M Sell
20,735
-19,841
-49% -$1.35M 0.58% 52
2019
Q4 		$3.15M Sell
40,576
-429
-1% -$32.3K 0.79% 52
2019
Q3 		$3.02M Sell
41,005
-2,912
-7% -$212K 0.84% 41
2019
Q2 		$3.32M Sell
43,917
-6
-0% -$459 1.06% 29
2019
Q1 		$3.29M Buy
43,923
+13,531
+45% +$1M 1.15% 27
2018
Q4 		$1.99M Sell
30,392
-9,035
-23% -$670K 1.21% 26
2018
Q3 		$3.25M Buy
39,427
+63
+0.2% +$5.07K 0.84% 39
2018
Q2 		$3.04M Buy
39,364
+3,950
+11% +$304K 0.88% 37
2018
Q1 		$2.67M Sell
35,414
-3,761
-10% -$296K 0.87% 45
2017
Q4 		$3.15M Buy
39,175
+99
+0.3% +$7.72K 1.06% 31
2017
Q3 		$2.95M Sell
39,076
-15,053
-28% -$1.12M 1.01% 35
2017
Q2 		$3.97M Buy
54,129
+37,040
+217% +$2.62M 1.56% 18
2017
Q1 		$1.27M Sell
17,089
-750
-4% -$56.6K 0.52% 62
2016
Q4 		$1.28M Sell
17,839
-3,210
-15% -$214K 0.51% 60
2016
Q3 		$1.38M Buy
21,049
+15,000
+248% +$975K 0.66% 51
2016
Q2 		$381K Sell
6,049
-390
-6% -$24.7K 0.2% 126
2016
Q1 		$392K Sell
6,439
-603
-9% -$33K 0.21% 120
2015
Q4 		$397K Buy
7,042
+180
+3% +$10.4K 0.17% 112
2015
Q3 		$373K Buy
6,862
+111
+2% +$6.1K 0.18% 106
2015
Q2 		$401K Sell
6,751
-135
-2% -$8.47K 0.12% 141
2015
Q1 		$412K Buy
6,886
+380
+6% +$23.6K 0.12% 139
2014
Q4 		$461K Buy
6,506
+1,135
+21% +$81.2K 0.13% 115
2014
Q3 		$395K Sell
5,371
-146
-3% -$11K 0.11% 118
2014
Q2 		$406K Sell
5,517
-19
-0.3% -$1.32K 0.12% 124
2014
Q1 		$369K Buy
5,536
+513
+10% +$33.3K 0.11% 129
2013
Q4 		$356K Sell
5,023
-1,942
-28% -$132K 0.1% 120
2013
Q3 		$466K Buy
+6,965
New +$437K 0.17% 100

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

K.J. Harrison & Partners's BMO Position: Q1 2026 in Review

K.J. Harrison & Partners reduced its Bank of Montreal (BMO) stake by 3.3% in Q1 2026, selling an estimated $229K and leaving 47,958 shares worth $6.48M. The position accounts for 1.07% of the portfolio, ranked #24.

K.J. Harrison & Partners first reported a position in BMO in Q3 2013 and has held it in 51 quarters since. The position peaked at $15.2M in Q1 2024. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • K.J. Harrison & Partners held 47,958 shares of Bank of Montreal worth $6.48M as of Q1 2026.
  • K.J. Harrison & Partners sold 1,648 Bank of Montreal shares in Q1 2026, an estimated $229K.
  • Bank of Montreal made up 1.07% of K.J. Harrison & Partners's portfolio in Q1 2026, its #24 holding.
  • K.J. Harrison & Partners first reported a position in Bank of Montreal in Q3 2013 and has held it in 51 quarters since.
  • K.J. Harrison & Partners's Bank of Montreal position peaked at $15.2M in Q1 2024.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.