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NWAM LLC’s Bank of Montreal BMO Stock Holding History

NWAM LLC’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 		$496K Buy
3,668
+2
+0.1% +$278 0.03% 406
2025
Q4 		$502K Sell
3,666
-113
-3% -$14.3K 0.03% 396
2025
Q3 		$475K Buy
3,779
+5
+0.1% +$592 0.03% 427
2025
Q2 		$417K Sell
3,774
-109
-3% -$11K 0.02% 434
2025
Q1 		$371K Buy
3,883
+7
+0.2% +$692 0.03% 371
2024
Q4 		$376K Sell
3,876
-577
-13% -$54.5K 0.02% 434
2024
Q3 		$402K Buy
+4,453
New +$380K 0.02% 425
2024
Q2 		– Sell
-5,139
Closed -$473K – 194
2024
Q1 		$473K Buy
5,139
+3
+0.1% +$283 0.04% 347
2023
Q4 		$508K Sell
5,136
-996
-16% -$83.1K 0.04% 337
2023
Q3 		$517K Sell
6,132
-114
-2% -$10K 0.05% 288
2023
Q2 		$564K Sell
6,246
-14
-0.2% -$1.24K 0.05% 311
2023
Q1 		$558K Sell
6,260
-263
-4% -$25K 0.06% 253
2022
Q4 		$591K Buy
6,523
+29
+0.4% +$2.68K 0.05% 288
2022
Q3 		$569K Sell
6,494
-98
-1% -$9.48K 0.05% 278
2022
Q2 		$625K Buy
6,592
+158
+2% +$16.8K 0.06% 265
2022
Q1 		$759K Buy
6,434
+98
+2% +$11.4K 0.06% 261
2021
Q4 		$683K Sell
6,336
-98
-2% -$10.6K 0.05% 268
2021
Q3 		$642K Buy
6,434
+24
+0.4% +$2.42K 0.06% 269
2021
Q2 		$657K Hold
6,410
– – 0.06% 262
2021
Q1 		$571K Hold
6,410
– – 0.06% 281
2020
Q4 		$487K Buy
+6,410
New +$439K 0.06% 273
2020
Q3 		– Sell
-6,685
Closed -$355K – 265
2020
Q2 		$355K Sell
6,685
-200
-3% -$10.2K 0.05% 297
2020
Q1 		$346 Buy
6,885
+10
+0.1% +$678 0.01% 281
2019
Q4 		$533K Hold
6,875
– – 0.09% 208
2019
Q3 		$507K Hold
6,875
– – 0.09% 204
2019
Q2 		$519K Hold
6,875
– – 0.1% 192
2019
Q1 		$514K Sell
6,875
-450
-6% -$33.3K 0.11% 177
2018
Q4 		$479K Hold
7,325
– – 0.12% 164
2018
Q3 		$605K Hold
7,325
– – 0.14% 157
2018
Q2 		$566K Buy
7,325
+300
+4% +$23.1K 0.13% 165
2018
Q1 		$531K Hold
7,025
– – 0.13% 168
2017
Q4 		$562K Sell
7,025
-25
-0.4% -$1.95K 0.14% 158
2017
Q3 		$534K Hold
7,050
– – 0.14% 157
2017
Q2 		$518K Buy
7,050
+153
+2% +$10.8K 0.09% 154
2017
Q1 		$516K Buy
6,897
+403
+6% +$30.4K 0.16% 145
2016
Q4 		$467K Sell
6,494
-125
-2% -$8.34K 0.15% 145
2016
Q3 		$434K Buy
6,619
+128
+2% +$8.32K 0.03% 149
2016
Q2 		$411K Buy
6,491
+503
+8% +$31.9K 0.16% 133
2016
Q1 		$363K Buy
5,988
+253
+4% +$13.9K 0.14% 151
2015
Q4 		$324K Buy
5,735
+735
+15% +$42.3K 0.13% 155
2015
Q3 		$276K Hold
5,000
– – 0.23% 99
2015
Q2 		$270K Buy
5,000
+153
+3% +$9.6K 0.11% 177
2015
Q1 		$291K Buy
4,847
+287
+6% +$17.8K 0.12% 171
2014
Q4 		$323K Sell
4,560
-1,940
-30% -$139K 0.14% 153
2014
Q3 		$479K Sell
6,500
-146
-2% -$11K 0.17% 139
2014
Q2 		$489K Sell
6,646
-652
-9% -$45.5K 0.15% 147
2014
Q1 		$489K Buy
7,298
+3,029
+71% +$197K 0.17% 133
2013
Q4 		$285K Sell
4,269
-2,296
-35% -$156K 0.15% 130
2013
Q3 		$439K Sell
6,565
-994
-13% -$62.3K 0.21% 104
2013
Q2 		$439K Buy
+7,559
New +$458K 0.22% 102

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NWAM LLC's BMO Position: Q1 2026 in Review

NWAM LLC increased its Bank of Montreal (BMO) stake by 0.05% in Q1 2026, buying an estimated $278 and bringing the position to 3,668 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #406.

NWAM LLC first reported a position in BMO in Q2 2013 and has held it in 50 quarters since. The position peaked at $759K in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • NWAM LLC held 3,668 shares of Bank of Montreal worth $496K as of Q1 2026.
  • NWAM LLC bought 2 Bank of Montreal shares in Q1 2026, an estimated $278.
  • Bank of Montreal made up 0.03% of NWAM LLC's portfolio in Q1 2026, its #406 holding.
  • NWAM LLC first reported a position in Bank of Montreal in Q2 2013 and has held it in 50 quarters since.
  • NWAM LLC's Bank of Montreal position peaked at $759K in Q1 2022.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.