LSWM
BMO icon

Lorne Steinberg Wealth Management’s Bank of Montreal BMO Stock Holding History

Lorne Steinberg Wealth 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
Q1 		$13.6M Buy
100,673
+2,043
+2% +$284K 3.23% 5
2025
Q4 		$12.8M Buy
98,630
+1,253
+1% +$159K 2.95% 6
2025
Q3 		$12.7M Buy
97,377
+5,363
+6% +$635K 3.06% 5
2025
Q2 		$10.2M Buy
92,014
+17,883
+24% +$1.8M 2.66% 10
2025
Q1 		$7.09M Buy
74,131
+5,191
+8% +$513K 2.07% 18
2024
Q4 		$6.69M Sell
68,940
-301
-0.4% -$28.4K 1.94% 22
2024
Q3 		$6.25M Sell
69,241
-253
-0.4% -$21.6K 1.81% 26
2024
Q2 		$5.83M Sell
69,494
-20
-0% -$1.82K 1.88% 24
2024
Q1 		$6.79M Buy
69,514
+298
+0.4% +$28.1K 2.12% 20
2023
Q4 		$6.85M Buy
69,216
+3,162
+5% +$264K 2.3% 13
2023
Q3 		$5.6M Buy
66,054
+7,855
+13% +$690K 2.15% 17
2023
Q2 		$5.26M Buy
58,199
+808
+1% +$71.4K 1.98% 23
2023
Q1 		$5.11M Buy
57,391
+14,187
+33% +$1.35M 2.04% 20
2022
Q4 		$3.91M Buy
43,204
+841
+2% +$77.8K 1.68% 28
2022
Q3 		$3.74M Buy
42,363
+24,886
+142% +$2.41M 1.82% 25
2022
Q2 		$1.68M Buy
17,477
+185
+1% +$19.7K 0.79% 47
2022
Q1 		$2.04M Buy
17,292
+30
+0.2% +$3.48K 0.94% 41
2021
Q4 		$1.85M Sell
17,262
-415
-2% -$44.7K 0.8% 43
2021
Q3 		$1.75M Sell
17,677
-2,240
-11% -$225K 0.85% 41
2021
Q2 		$2.04M Buy
19,917
+155
+0.8% +$15.3K 1% 41
2021
Q1 		$1.76M Sell
19,762
-6,836
-26% -$558K 0.93% 41
2020
Q4 		$2.03M Buy
+26,598
New +$1.82M 1.26% 36

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

Lorne Steinberg Wealth Management's BMO Position: Q1 2026 in Review

Lorne Steinberg Wealth Management increased its Bank of Montreal (BMO) stake by 2.1% in Q1 2026, buying an estimated $284K and bringing the position to 100,673 shares worth $13.6M. The position accounts for 3.23% of the portfolio, ranked #5.

Lorne Steinberg Wealth Management first reported a position in BMO in Q4 2020 and has held it in 22 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Lorne Steinberg Wealth Management held 100,673 shares of Bank of Montreal worth $13.6M as of Q1 2026.
  • Lorne Steinberg Wealth Management bought 2,043 Bank of Montreal shares in Q1 2026, an estimated $284K.
  • Bank of Montreal made up 3.23% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Lorne Steinberg Wealth Management first reported a position in Bank of Montreal in Q4 2020 and has held it in 22 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.