Michael J. Puzo’s Bank of Montreal BMO Stock Holding History

Michael J. Puzo’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	$474K	Hold	3,500	–	–	0.14%	51
2025 Q4	$454K	Hold	3,500	–	–	0.12%	52
2025 Q3	$456K	Hold	3,500	–	–	0.12%	51
2025 Q2	$387K	Hold	3,500	–	–	0.11%	54
2025 Q1	$334K	Hold	3,500	–	–	0.1%	57
2024 Q4	$340K	Hold	3,500	–	–	0.1%	58
2024 Q3	$316K	Hold	3,500	–	–	0.08%	60
2024 Q2	$293K	Hold	3,500	–	–	0.08%	67
2024 Q1	$342K	Hold	3,500	–	–	0.09%	62
2023 Q4	$346K	Hold	3,500	–	–	0.11%	59
2023 Q3	$295K	Hold	3,500	–	–	0.1%	63
2023 Q2	$316K	Hold	3,500	–	–	0.1%	65
2023 Q1	$312K	Hold	3,500	–	–	0.1%	68
2022 Q4	$317K	Hold	3,500	–	–	0.11%	66
2022 Q3	$307K	Hold	3,500	–	–	0.12%	67
2022 Q2	$337K	Hold	3,500	–	–	0.12%	67
2022 Q1	$413K	Hold	3,500	–	–	0.12%	65
2021 Q4	$377K	Hold	3,500	–	–	0.11%	67
2021 Q3	$349K	Hold	3,500	–	–	0.11%	64
2021 Q2	$359K	Hold	3,500	–	–	0.11%	65
2021 Q1	$312K	Hold	3,500	–	–	0.1%	66
2020 Q4	$266K	Hold	3,500	–	–	0.09%	70
2020 Q3	$204K	Buy	+3,500	New	+$203K	0.07%	73
2020 Q1	–	Sell	-3,500	Closed	-$271K	–	71
2019 Q4	$271K	Hold	3,500	–	–	0.1%	71
2019 Q3	$258K	Hold	3,500	–	–	0.1%	71
2019 Q2	$264K	Hold	3,500	–	–	0.1%	73
2019 Q1	$262K	Hold	3,500	–	–	0.1%	67
2018 Q4	$229K	Hold	3,500	–	–	0.1%	71
2018 Q3	$289K	Hold	3,500	–	–	0.11%	71
2018 Q2	$270K	Hold	3,500	–	–	0.11%	69
2018 Q1	$264K	Hold	3,500	–	–	0.11%	72
2017 Q4	$280K	Hold	3,500	–	–	0.12%	72
2017 Q3	$265K	Hold	3,500	–	–	0.14%	67
2017 Q2	$257K	Hold	3,500	–	–	0.14%	68
2017 Q1	$262K	Hold	3,500	–	–	0.15%	69
2016 Q4	$252K	Hold	3,500	–	–	0.15%	71
2016 Q3	$229K	Hold	3,500	–	–	0.13%	75
2016 Q2	$222K	Hold	3,500	–	–	0.15%	71
2016 Q1	$212K	Hold	3,500	–	–	0.14%	75
2015 Q4	$197K	Buy	+3,500	New	+$201K	0.14%	74
2015 Q3	–	Sell	-3,620	Closed	-$215K	–	118
2015 Q2	$215K	Hold	3,620	–	–	0.14%	76
2015 Q1	$217K	Sell	3,620 -250	-6%	-$15.5K	0.14%	76
2014 Q4	$274K	Buy	3,870 +120	+3%	+$8.59K	0.18%	72
2014 Q3	$276K	Buy	3,750 +250	+7%	+$18.8K	0.19%	72
2014 Q2	$258K	Hold	3,500	–	–	0.18%	69
2014 Q1	$235K	Hold	3,500	–	–	0.17%	67
2013 Q4	$233K	Hold	3,500	–	–	0.17%	70
2013 Q3	$234K	Hold	3,500	–	–	0.2%	67
2013 Q2	$203K	Buy	+3,500	New	+$212K	0.18%	72

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 $123B AUM 34.51% 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

Michael J. Puzo's BMO Position: Q1 2026 in Review

Michael J. Puzo held its Bank of Montreal (BMO) position steady in Q1 2026 at 3,500 shares worth $474K. The position accounts for 0.14% of the portfolio, ranked #51.

Michael J. Puzo first reported a position in BMO in Q2 2013 and has held it in 49 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Michael J. Puzo held 3,500 shares of Bank of Montreal worth $474K as of Q1 2026.
Michael J. Puzo left its Bank of Montreal share count unchanged in Q1 2026.
Bank of Montreal made up 0.14% of Michael J. Puzo's portfolio in Q1 2026, its #51 holding.
Michael J. Puzo first reported a position in Bank of Montreal in Q2 2013 and has held it in 49 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.