Lombard Odier Asset Management (Switzerland)’s Bank of Montreal BMO Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s BMO Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Bank of Montreal (BMO) stake by 29% in Q1 2026, buying an estimated $1.97M and bringing the position to 62,396 shares worth $8.45M. The position accounts for 0.32% of the portfolio, ranked #70.

Lombard Odier Asset Management (Switzerland) first reported a position in BMO in Q2 2014 and has held it in 25 quarters since. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 62,396 shares of Bank of Montreal worth $8.45M as of Q1 2026.
Lombard Odier Asset Management (Switzerland) bought 14,200 Bank of Montreal shares in Q1 2026, an estimated $1.97M.
Bank of Montreal made up 0.32% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #70 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Bank of Montreal in Q2 2014 and has held it in 25 quarters since.
636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.