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	$36.9M	Sell	196,100 -273,900	-58%	-$38.1M	0.02%	1065
2025 Q4	$83.8M	Sell	470,000 -160,000	-25%	-$20.3M	0.04%	505
2025 Q3	$114M	Buy	630,000 +160,000	+34%	+$18.9M	0.05%	378
2025 Q2	$70.9M	Buy	470,000 +89,800	+24%	+$9.05M	0.03%	602
2025 Q1	$52.2M	Sell	380,200 -30,000	-7%	-$2.97M	0.03%	734
2024 Q4	$56M	Buy	410,200 +43,700	+12%	+$4.13M	0.03%	718
2024 Q3	$42.6M	Sell	366,500 -9,100	-2%	-$776K	0.02%	935
2024 Q2	$43.1M	Buy	375,600 +300	+0.1%	+$27.2K	0.02%	899
2024 Q1	$49.6M	Buy	375,300 +150,300	+67%	+$14.2M	0.02%	837
2023 Q4	$29.5M	Buy	+225,000	New	+$18.8M	0.01%	1218
2023 Q1	–	Sell	-375,000	Closed	-$44.4M	–	6387
2022 Q4	$44.4M	Sell	375,000 -175,000	-32%	-$16.2M	0.02%	827
2022 Q3	$59.1M	Hold	550,000	–	–	0.03%	580
2022 Q2	$61.9M	Hold	550,000	–	–	0.04%	529
2022 Q1	$74.4M	Hold	550,000	–	–	0.04%	475
2021 Q4	$68.5M	Hold	550,000	–	–	0.03%	551
2021 Q3	$63.5M	Buy	+550,000	New	+$55.4M	0.04%	519
2015 Q2	–	Sell	-4,100	Closed	-$246K	–	3332
2015 Q1	$246K	Buy	+4,100	New	+$254K	﹤0.01%	3175
2014 Q2	–	Sell	-22,900	Closed	-$1.53M	–	3413
2014 Q1	$1.53M	Buy	22,900 +11,600	+103%	+$753K	﹤0.01%	1961
2013 Q4	$753K	Sell	11,300 -200	-2%	-$13.6K	﹤0.01%	2463
2013 Q3	$768K	Buy	11,500 +7,900	+219%	+$495K	﹤0.01%	2284
2013 Q2	$209K	Buy	+3,600	New	+$218K	﹤0.01%	2732

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.