KLCM Advisors
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KLCM Advisors’s Bank of Montreal BMO Stock Holding History

KLCM Advisors’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
Q3 		$632K Hold
3,779
– – 0.05% 162
2026
Q2 		$668K Hold
3,779
– – 0.05% 163
2026
Q1 		$511K Hold
3,779
– – 0.04% 166
2025
Q4 		$490K Sell
3,779
-383
-9% -$48.5K 0.04% 157
2025
Q3 		$542K Sell
4,162
-21
-0.5% -$2.49K 0.05% 115
2025
Q2 		$463K Sell
4,183
-752
-15% -$75.8K 0.05% 115
2025
Q1 		$471K Buy
4,935
+397
+9% +$39.3K 0.06% 114
2024
Q4 		$440K Buy
4,538
+387
+9% +$36.6K 0.05% 111
2024
Q3 		$374K Buy
4,151
+208
+5% +$17.7K 0.04% 124
2024
Q2 		$331K Buy
3,943
+280
+8% +$25.4K 0.04% 120
2024
Q1 		$358K Hold
3,663
– – 0.05% 115
2023
Q4 		$362K Buy
3,663
+45
+1% +$3.76K 0.06% 110
2023
Q3 		$305K Hold
3,618
– – 0.06% 106
2023
Q2 		$327K Buy
3,618
+57
+2% +$5.04K 0.06% 103
2023
Q1 		$317K Buy
3,561
+325
+10% +$30.8K 0.06% 101
2022
Q4 		$293K Hold
3,236
– – 0.06% 100
2022
Q3 		$284K Buy
3,236
+100
+3% +$9.7K 0.07% 100
2022
Q2 		$302K Sell
3,136
-125
-4% -$13.3K 0.07% 91
2022
Q1 		$385K Hold
3,261
– – 0.08% 81
2021
Q4 		$351K Sell
3,261
-1
-0% -$108 0.08% 84
2021
Q3 		$325K Hold
3,262
– – 0.07% 83
2021
Q2 		$335K Sell
3,262
-24
-0.7% -$2.37K 0.07% 80
2021
Q1 		$293K Buy
3,286
+65
+2% +$5.3K 0.07% 83
2020
Q4 		$245K Buy
+3,221
New +$220K 0.06% 85
2020
Q1 		– Sell
-3,419
Closed -$265K – 92
2019
Q4 		$265K Hold
3,419
– – 0.06% 86
2019
Q3 		$252K Hold
3,419
– – 0.06% 83
2019
Q2 		$258K Hold
3,419
– – 0.06% 79
2019
Q1 		$256K Buy
3,419
+13
+0.4% +$961 0.06% 81
2018
Q4 		$223K Hold
3,406
– – 0.07% 81
2018
Q3 		$281K Hold
3,406
– – 0.07% 78
2018
Q2 		$263K Buy
+3,406
New +$262K 0.07% 74

Other funds holding BMO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

KLCM Advisors's BMO Position: Q3 2026 in Review

KLCM Advisors held its Bank of Montreal (BMO) position steady in Q3 2026 at 3,779 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #162.

KLCM Advisors first reported a position in BMO in Q2 2018 and has held it in 31 quarters since. The position peaked at $668K in Q2 2026. 478 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • KLCM Advisors held 3,779 shares of Bank of Montreal worth $632K as of Q3 2026.
  • KLCM Advisors left its Bank of Montreal share count unchanged in Q3 2026.
  • Bank of Montreal made up 0.05% of KLCM Advisors's portfolio in Q3 2026, its #162 holding.
  • KLCM Advisors first reported a position in Bank of Montreal in Q2 2018 and has held it in 31 quarters since.
  • KLCM Advisors's Bank of Montreal position peaked at $668K in Q2 2026.
  • 478 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.