Millennium Management’s Bank of Montreal BMO Stock Holding History

Millennium 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	$311K	Buy	+2,300	New	+$320K	﹤0.01%	4995
2025 Q4	–	Sell	-50,000	Closed	-$9.07M	–	6022
2025 Q3	$9.07M	Sell	50,000 -50,000	-50%	-$5.92M	﹤0.01%	2483
2025 Q2	$15.1M	Hold	100,000	–	–	0.01%	1851
2025 Q1	$13.7M	Sell	100,000 -20,300	-17%	-$2.01M	0.01%	1875
2024 Q4	$15.9M	Sell	120,300 -1,300	-1%	-$123K	0.01%	1717
2024 Q3	$14.2M	Sell	121,600 -54,000	-31%	-$4.61M	0.01%	1867
2024 Q2	$20.1M	Buy	175,600 +300	+0.2%	+$27.2K	0.01%	1494
2024 Q1	$23.2M	Sell	175,300 -49,700	-22%	-$4.69M	0.01%	1446
2023 Q4	$29.5M	Buy	+225,000	New	+$18.8M	0.01%	1217
2023 Q1	–	Sell	-100,000	Closed	-$12.3M	–	6386
2022 Q4	$12.3M	Hold	100,000	–	–	0.01%	1900
2022 Q3	$12.1M	Buy	+100,000	New	+$9.67M	0.01%	1905
2015 Q2	–	Sell	-5,700	Closed	-$342K	–	3331
2015 Q1	$342K	Buy	+5,700	New	+$354K	﹤0.01%	2964
2014 Q2	–	Sell	-18,400	Closed	-$1.23M	–	3412
2014 Q1	$1.23M	Buy	18,400 +9,100	+98%	+$591K	﹤0.01%	2112
2013 Q4	$620K	Buy	9,300 +1,300	+16%	+$88.5K	﹤0.01%	2577
2013 Q3	$535K	Buy	8,000 +3,500	+78%	+$220K	﹤0.01%	2493
2013 Q2	$261K	Buy	+4,500	New	+$273K	﹤0.01%	2640

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

Millennium Management's BMO Position: Q1 2026 in Review

Millennium Management reduced its Bank of Montreal (BMO) stake by 3.9% in Q1 2026, selling an estimated $1.35M and leaving 241,982 shares worth $32.7M. The position accounts for 0.01% of the portfolio, ranked #1152.

Millennium Management first reported a position in BMO in Q2 2013 and has held it in 44 quarters since. The position peaked at $64.2M in Q4 2021. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Millennium Management held 241,982 shares of Bank of Montreal worth $32.7M as of Q1 2026.
Millennium Management sold 9,725 Bank of Montreal shares in Q1 2026, an estimated $1.35M.
Bank of Montreal made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1152 holding.
Millennium Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 44 quarters since.
Millennium Management's Bank of Montreal position peaked at $64.2M in Q4 2021.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.