Mawer Investment Management
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Mawer Investment Management’s Bank of Montreal BMO Stock Holding History

Mawer Investment 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 		$211K Buy
+1,195
New +$188K ﹤0.01% 142
2019
Q3 		– Sell
-2,833,136
Closed -$214M – 94
2019
Q2 		$214M Sell
2,833,136
-33,791
-1% -$2.58M 1.39% 27
2019
Q1 		$215M Sell
2,866,927
-40,482
-1% -$2.99M 1.53% 24
2018
Q4 		$191M Sell
2,907,409
-17,045
-0.6% -$1.26M 1.59% 23
2018
Q3 		$243M Buy
2,924,454
+4,806
+0.2% +$387K 1.82% 18
2018
Q2 		$226M Sell
2,919,648
-27,785
-0.9% -$2.14M 1.82% 15
2018
Q1 		$222M Buy
2,947,433
+64,615
+2% +$5.08M 1.86% 17
2017
Q4 		$231M Sell
2,882,818
-44,962
-2% -$3.51M 1.91% 16
2017
Q3 		$222M Buy
2,927,780
+96,038
+3% +$7.16M 1.89% 18
2017
Q2 		$208M Sell
2,831,742
-7,421
-0.3% -$525K 1.92% 16
2017
Q1 		$212M Sell
2,839,163
-6,435
-0.2% -$486K 2.04% 15
2016
Q4 		$204M Buy
2,845,598
+75,277
+3% +$5.02M 2.09% 14
2016
Q3 		$181M Buy
+2,770,321
New +$180M 1.9% 16
2016
Q2 		– Sell
-2,360,830
Closed -$143M – 85
2016
Q1 		$143M Buy
2,360,830
+245,943
+12% +$13.5M 1.66% 18
2015
Q4 		$119M Buy
2,114,887
+32,937
+2% +$1.89M 1.53% 19
2015
Q3 		$114M Buy
2,081,950
+264,123
+15% +$14.5M 1.56% 18
2015
Q2 		$108M Buy
1,817,827
+44,837
+3% +$2.81M 1.37% 25
2015
Q1 		$106M Buy
1,772,990
+86,295
+5% +$5.35M 1.36% 25
2014
Q4 		$120M Sell
1,686,695
-128,240
-7% -$9.18M 1.55% 21
2014
Q3 		$133M Sell
1,814,935
-18,529
-1% -$1.39M 1.79% 15
2014
Q2 		$135M Sell
1,833,464
-7,676
-0.4% -$535K 1.79% 14
2014
Q1 		$123M Sell
1,841,140
-279,395
-13% -$18.1M 1.75% 14
2013
Q4 		$141M Buy
2,120,535
+22,678
+1% +$1.54M 2.06% 10
2013
Q3 		$140M Buy
+2,097,857
New +$132M 2.25% 9

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mawer Investment Management's BMO Position: Q2 2026 in Review

Mawer Investment Management opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,195 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #142 among its holdings. This is a return to the name: Mawer Investment Management previously reported a position in BMO as recently as Q2 2019.

Mawer Investment Management first reported a position in BMO in Q3 2013 and has held it in 24 quarters since. The position peaked at $243M in Q3 2018. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Mawer Investment Management held 1,195 shares of Bank of Montreal worth $211K as of Q2 2026.
  • Bank of Montreal was a new Mawer Investment Management position in Q2 2026.
  • Bank of Montreal made up ﹤0.01% of Mawer Investment Management's portfolio in Q2 2026, its #142 holding.
  • Mawer Investment Management first reported a position in Bank of Montreal in Q3 2013 and has held it in 24 quarters since.
  • Mawer Investment Management's Bank of Montreal position peaked at $243M in Q3 2018.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.