Murphy & Mullick Capital Management’s Bank of Montreal BMO Stock Holding History

Murphy & Mullick Capital 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	$370K	Sell	2,732 -51	-2%	-$7.09K	0.27%	84
2025 Q4	$361K	Sell	2,783 -61	-2%	-$7.72K	0.26%	84
2025 Q3	$370K	Hold	2,844	–	–	0.27%	79
2025 Q2	$314K	Sell	2,844 -137	-5%	-$13.8K	0.26%	85
2025 Q1	$285K	Sell	2,981 -127	-4%	-$12.6K	0.28%	87
2024 Q4	$302K	Buy	+3,108	New	+$294K	0.28%	85

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

Murphy & Mullick Capital Management's BMO Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Bank of Montreal (BMO) stake by 1.8% in Q1 2026, selling an estimated $7.09K and leaving 2,732 shares worth $370K. The position accounts for 0.27% of the portfolio, ranked #84.

Murphy & Mullick Capital Management first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $370K in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Murphy & Mullick Capital Management held 2,732 shares of Bank of Montreal worth $370K as of Q1 2026.
Murphy & Mullick Capital Management sold 51 Bank of Montreal shares in Q1 2026, an estimated $7.09K.
Bank of Montreal made up 0.27% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #84 holding.
Murphy & Mullick Capital Management first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's Bank of Montreal position peaked at $370K in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.