Lazard Asset Management’s Bank of Montreal BMO Stock Holding History

Lazard Asset 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	$22.7M	Buy	128,515 +125,432	+4,069%	+$19.7M	0.03%	323
2026 Q1	$418K	Buy	3,083 +228	+8%	+$31.7K	﹤0.01%	1431
2025 Q4	$371K	Buy	2,855 +958	+51%	+$121K	﹤0.01%	1468
2025 Q3	$247K	Buy	+1,897	New	+$225K	﹤0.01%	1541
2015 Q3	–	Sell	-1,700	Closed	-$100K	–	1088
2015 Q2	$100K	Hold	1,700	–	–	﹤0.01%	914
2015 Q1	$101K	Hold	1,700	–	–	﹤0.01%	916
2014 Q4	$120K	Hold	1,700	–	–	﹤0.01%	955
2014 Q3	$125K	Hold	1,700	–	–	﹤0.01%	861
2014 Q2	$125K	Hold	1,700	–	–	﹤0.01%	891
2014 Q1	$113K	Hold	1,700	–	–	﹤0.01%	861
2013 Q4	$113K	Hold	1,700	–	–	﹤0.01%	860
2013 Q3	$113K	Sell	1,700 -56	-3%	-$3.51K	﹤0.01%	829
2013 Q2	$101K	Buy	+1,756	New	+$106K	﹤0.01%	880

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

Lazard Asset Management's BMO Position: Q2 2026 in Review

Lazard Asset Management increased its Bank of Montreal (BMO) stake by 4,069% in Q2 2026, buying an estimated $19.7M and bringing the position to 128,515 shares worth $22.7M. The position accounts for 0.03% of the portfolio, ranked #323.

Lazard Asset Management first reported a position in BMO in Q2 2013 and has held it in 13 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Lazard Asset Management held 128,515 shares of Bank of Montreal worth $22.7M as of Q2 2026.
Lazard Asset Management bought 125,432 Bank of Montreal shares in Q2 2026, an estimated $19.7M.
Bank of Montreal made up 0.03% of Lazard Asset Management's portfolio in Q2 2026, its #323 holding.
Lazard Asset Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 13 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.