Mackenzie Financial’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
Q1 | $1.16B | Sell |
8,582,188
-711,082
| -8% | -$98.8M | 1.39% | 13 |
|
|
2025
Q4 | $1.21B | Sell |
9,293,270
-223,045
| -2% | -$28.2M | 1.43% | 11 |
|
|
2025
Q3 | $1.24B | Sell |
9,516,315
-535,377
| -5% | -$63.4M | 1.5% | 11 |
|
|
2025
Q2 | $1.11B | Sell |
10,051,692
-117,641
| -1% | -$11.9M | 1.44% | 9 |
|
|
2025
Q1 | $971M | Sell |
10,169,333
-2,046,295
| -17% | -$202M | 1.38% | 9 |
|
|
2024
Q4 | $1.18B | Buy |
12,215,628
+1,630,962
| +15% | +$154M | 1.61% | 8 |
|
|
2024
Q3 | $955M | Sell |
10,584,666
-831,311
| -7% | -$70.9M | 1.33% | 11 |
|
|
2024
Q2 | $958M | Sell |
11,415,977
-1,727,420
| -13% | -$157M | 1.42% | 11 |
|
|
2024
Q1 | $1.28B | Sell |
13,143,397
-1,352,192
| -9% | -$128M | 1.86% | 5 |
|
|
2023
Q4 | $1.44B | Buy |
14,495,589
+738,579
| +5% | +$61.7M | 2.16% | 5 |
|
|
2023
Q3 | $1.1B | Buy |
13,757,010
+69,009
| +0.5% | +$6.07M | 1.85% | 5 |
|
|
2023
Q2 | $1.24B | Buy |
13,688,001
+1,170,160
| +9% | +$103M | 1.89% | 7 |
|
|
2023
Q1 | $1.11B | Sell |
12,517,841
-135,813
| -1% | -$12.9M | 1.74% | 8 |
|
|
2022
Q4 | $1.14B | Buy |
12,653,654
+372,199
| +3% | +$34.5M | 1.93% | 7 |
|
|
2022
Q3 | $1.08B | Buy |
12,281,455
+992,014
| +9% | +$95.9M | 1.85% | 7 |
|
|
2022
Q2 | $1.09B | Sell |
11,289,441
-135,916
| -1% | -$14.4M | 1.74% | 6 |
|
|
2022
Q1 | $1.35B | Buy |
11,425,357
+1,690,617
| +17% | +$196M | 1.81% | 6 |
|
|
2021
Q4 | $1.05B | Sell |
9,734,740
-472,102
| -5% | -$50.9M | 1.41% | 9 |
|
|
2021
Q3 | $1.02B | Sell |
10,206,842
-1,023,609
| -9% | -$103M | 1.44% | 10 |
|
|
2021
Q2 | $1.15B | Buy |
11,230,451
+145,907
| +1% | +$14.4M | 1.6% | 7 |
|
|
2021
Q1 | $988M | Buy |
11,084,544
+5,199,323
| +88% | +$424M | 1.51% | 8 |
|
|
2020
Q4 | $446M | Sell |
5,885,221
-388,561
| -6% | -$26.6M | 0.96% | 22 |
|
|
2020
Q3 | $367M | Sell |
6,273,782
-6,239
| -0.1% | -$361K | 0.91% | 25 |
|
|
2020
Q2 | $333M | Sell |
6,280,021
-807,458
| -11% | -$41.2M | 0.89% | 25 |
|
|
2020
Q1 | $355M | Sell |
7,087,479
-3,256,465
| -31% | -$221M | 1.14% | 17 |
|
|
2019
Q4 | $802M | Buy |
10,343,944
+920,180
| +10% | +$69.3M | 1.97% | 4 |
|
|
2019
Q3 | $695M | Buy |
9,423,764
+298,417
| +3% | +$21.7M | 1.83% | 4 |
|
|
2019
Q2 | $689M | Buy |
9,125,347
+576,021
| +7% | +$44.1M | 1.78% | 4 |
|
|
2019
Q1 | $640M | Buy |
8,549,326
+478,003
| +6% | +$35.4M | 1.54% | 6 |
|
|
2018
Q4 | $527M | Buy |
8,071,323
+1,251,940
| +18% | +$92.8M | 1.39% | 10 |
|
|
2018
Q3 | $563M | Buy |
6,819,383
+321,692
| +5% | +$25.9M | 1.37% | 13 |
|
|
2018
Q2 | $502M | Sell |
6,497,691
-5,899,336
| -48% | -$454M | 1.28% | 12 |
|
|
2018
Q1 | $937M | Sell |
12,397,027
-1,208,261
| -9% | -$95M | 2.39% | 7 |
|
|
2017
Q4 | $1.09B | Buy |
13,605,288
+10,665,251
| +363% | +$832M | 2.63% | 6 |
|
|
2017
Q3 | $223M | Sell |
2,940,037
-111,948
| -4% | -$8.35M | 1.2% | 18 |
|
|
2017
Q2 | $224M | Buy |
3,051,985
+48,070
| +2% | +$3.4M | 1.25% | 16 |
|
|
2017
Q1 | $225M | Buy |
3,003,915
+28,788
| +1% | +$2.17M | 1.31% | 18 |
|
|
2016
Q4 | $214M | Buy |
2,975,127
+253,124
| +9% | +$16.9M | 1.28% | 18 |
|
|
2016
Q3 | $178M | Sell |
2,722,003
-458,640
| -14% | -$29.8M | 1.12% | 21 |
|
|
2016
Q2 | $202M | Buy |
+3,180,643
| New | +$202M | 1.14% | 16 |
|
|
2016
Q1 | – | Sell |
-3,680,597
| Closed | -$208M | – | 806 |
|
|
2015
Q4 | $208M | Buy |
3,680,597
+466,838
| +15% | +$26.9M | 1.29% | 17 |
|
|
2015
Q3 | $176M | Sell |
3,213,759
-174,537
| -5% | -$9.59M | 1.07% | 26 |
|
|
2015
Q2 | $202M | Sell |
3,388,296
-144,043
| -4% | -$9.04M | 1.1% | 25 |
|
|
2015
Q1 | $212M | Buy |
3,532,339
+111,538
| +3% | +$6.92M | 1.12% | 22 |
|
|
2014
Q4 | $242M | Buy |
3,420,801
+79,885
| +2% | +$5.72M | 1.24% | 17 |
|
|
2014
Q3 | $245M | Sell |
3,340,916
-269,431
| -7% | -$20.3M | 1.24% | 17 |
|
|
2014
Q2 | $266M | Buy |
3,610,347
+9,502
| +0.3% | +$662K | 1.24% | 13 |
|
|
2014
Q1 | $241M | Sell |
3,600,845
-733,799
| -17% | -$47.7M | 1.19% | 19 |
|
|
2013
Q4 | $289M | Sell |
4,334,644
-175,643
| -4% | -$12M | 1.46% | 10 |
|
|
2013
Q3 | $301M | Buy |
4,510,287
+297,448
| +7% | +$18.7M | 1.53% | 9 |
|
|
2013
Q2 | $244M | Buy |
+4,212,839
| New | +$255M | 1.17% | 12 |
|
Other funds holding BMO
VCM
