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 Q2	$483K	Hold	2,732	–	–	0.3%	71
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 $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

Murphy & Mullick Capital Management's BMO Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,732 shares worth $483K. The position accounts for 0.3% of the portfolio, ranked #71.

Murphy & Mullick Capital Management first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Murphy & Mullick Capital Management held 2,732 shares of Bank of Montreal worth $483K as of Q2 2026.
Murphy & Mullick Capital Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.3% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #71 holding.
Murphy & Mullick Capital Management first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.