MBM Wealth Consultants’s Bank of Montreal BMO Stock Holding History

MBM Wealth Consultants’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	–	Sell	-87	Closed	-$11.8K	–	152
2026 Q1	$11.8K	Buy	+87	New	+$12.1K	﹤0.01%	233
2023 Q2	–	Sell	-87	Closed	-$8K	–	117
2023 Q1	$8K	Hold	87	–	–	﹤0.01%	221
2022 Q4	$8K	Hold	87	–	–	﹤0.01%	238
2022 Q3	$8K	Hold	87	–	–	﹤0.01%	221
2022 Q2	$8K	Hold	87	–	–	﹤0.01%	228
2022 Q1	$10K	Hold	87	–	–	﹤0.01%	243
2021 Q4	$9K	Hold	87	–	–	﹤0.01%	234
2021 Q3	$9K	Hold	87	–	–	﹤0.01%	233
2021 Q2	$9K	Hold	87	–	–	﹤0.01%	221
2021 Q1	$8K	Hold	87	–	–	﹤0.01%	216
2020 Q4	$7K	Hold	87	–	–	﹤0.01%	194
2020 Q3	$5K	Hold	87	–	–	﹤0.01%	190
2020 Q2	$5K	Hold	87	–	–	﹤0.01%	187
2020 Q1	$4K	Hold	87	–	–	﹤0.01%	176
2019 Q4	$7K	Hold	87	–	–	0.01%	181
2019 Q3	$6K	Hold	87	–	–	﹤0.01%	179
2019 Q2	$7K	Hold	87	–	–	0.01%	177
2019 Q1	$7K	Hold	87	–	–	0.01%	178
2018 Q4	$6K	Buy	+87	New	+$6.45K	0.01%	195

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

MBM Wealth Consultants's BMO Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 87 shares — an estimated $11.8K sold.

MBM Wealth Consultants first reported a position in BMO in Q4 2018 and held it in 19 quarters. The position peaked at $11.8K in Q1 2026. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

MBM Wealth Consultants reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 87 Bank of Montreal shares in Q2 2026, an estimated $11.8K.
MBM Wealth Consultants first reported a position in Bank of Montreal in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Bank of Montreal position peaked at $11.8K in Q1 2026.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.