Lombard Odier Asset Management (Switzerland)’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4M | Buy |
64,496
+2,100
| +3% | +$330K | 0.36% | 59 |
|
|
2026
Q1 | $8.45M | Buy |
62,396
+14,200
| +29% | +$1.97M | 0.32% | 70 |
|
|
2025
Q4 | $6.26M | Buy |
48,196
+37,500
| +351% | +$4.75M | 0.27% | 83 |
|
|
2025
Q3 | $1.39M | Buy |
+10,696
| New | +$1.27M | 0.06% | 204 |
|
|
2024
Q2 | – | Sell |
-5,002
| Closed | -$483K | – | 226 |
|
|
2024
Q1 | $483K | Buy |
+5,002
| New | +$472K | 0.03% | 291 |
|
|
2023
Q2 | – | Sell |
-6,725
| Closed | -$1.1M | – | 176 |
|
|
2023
Q1 | $1.1M | Buy |
6,725
+1,563
| +30% | +$148K | 0.1% | 182 |
|
|
2022
Q4 | $633K | Buy |
5,162
+2,385
| +86% | +$221K | 0.05% | 229 |
|
|
2022
Q3 | $461K | Sell |
2,777
-2,042
| -42% | -$197K | 0.04% | 201 |
|
|
2022
Q2 | $459K | Buy |
+4,819
| New | +$512K | 0.04% | 216 |
|
|
2022
Q1 | – | Sell |
-4,400
| Closed | -$599K | – | 195 |
|
|
2021
Q4 | $599K | Buy |
+4,400
| New | +$474K | 0.04% | 216 |
|
|
2021
Q3 | – | Sell |
-5,467
| Closed | -$695K | – | 250 |
|
|
2021
Q2 | $695K | Sell |
5,467
-45
| -0.8% | -$4.44K | 0.04% | 263 |
|
|
2021
Q1 | $617K | Buy |
+5,512
| New | +$450K | 0.04% | 217 |
|
|
2020
Q4 | – | Sell |
-4,262
| Closed | -$332K | – | 154 |
|
|
2020
Q3 | $332K | Buy |
+4,262
| New | +$247K | 0.03% | 285 |
|
|
2020
Q2 | – | Sell |
-4,262
| Closed | -$303K | – | 174 |
|
|
2020
Q1 | $303K | Hold |
4,262
| – | – | 0.04% | 268 |
|
|
2019
Q4 | $429K | Buy |
4,262
+378
| +10% | +$28.5K | 0.04% | 256 |
|
|
2019
Q3 | $286K | Buy |
3,884
+922
| +31% | +$67.2K | 0.03% | 302 |
|
|
2019
Q2 | $293K | Hold |
2,962
| – | – | 0.03% | 285 |
|
|
2019
Q1 | $222K | Hold |
2,962
| – | – | 0.02% | 341 |
|
|
2018
Q4 | $264K | Sell |
2,962
-8,422
| -74% | -$624K | 0.03% | 293 |
|
|
2018
Q3 | $940K | Buy |
11,384
+5,453
| +92% | +$439K | 0.09% | 176 |
|
|
2018
Q2 | $459K | Hold |
5,931
| – | – | 0.05% | 221 |
|
|
2018
Q1 | $577K | Buy |
+5,931
| New | +$467K | 0.06% | 244 |
|
|
2015
Q4 | – | Sell |
-4,962
| Closed | -$273K | – | 437 |
|
|
2015
Q3 | $273K | Sell |
4,962
-7,249
| -59% | -$398K | 0.02% | 230 |
|
|
2015
Q2 | $723K | Buy |
+12,211
| New | +$766K | 0.05% | 202 |
|
|
2014
Q4 | – | Sell |
-60,573
| Closed | -$4.51M | – | 435 |
|
|
2014
Q3 | $4.51M | Buy |
60,573
+50,547
| +504% | +$3.8M | 0.12% | 190 |
|
|
2014
Q2 | $738K | Buy |
+10,026
| New | +$699K | 0.08% | 154 |
|
Other funds holding BMO
Lombard Odier Asset Management (Switzerland)'s BMO Position: Q2 2026 in Review
Lombard Odier Asset Management (Switzerland) increased its Bank of Montreal (BMO) stake by 3.4% in Q2 2026, buying an estimated $330K and bringing the position to 64,496 shares worth $11.4M. The position accounts for 0.36% of the portfolio, ranked #59.
Lombard Odier Asset Management (Switzerland) first reported a position in BMO in Q2 2014 and has held it in 26 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.
- Lombard Odier Asset Management (Switzerland) held 64,496 shares of Bank of Montreal worth $11.4M as of Q2 2026.
- Lombard Odier Asset Management (Switzerland) bought 2,100 Bank of Montreal shares in Q2 2026, an estimated $330K.
- Bank of Montreal made up 0.36% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #59 holding.
- Lombard Odier Asset Management (Switzerland) first reported a position in Bank of Montreal in Q2 2014 and has held it in 26 quarters since.
- 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.
Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.