Oppenheimer & Co’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $562K | Buy |
+4,156
| New | +$577K | 0.01% | 1144 |
|
|
2025
Q4 | – | Sell |
-4,302
| Closed | -$560K | – | 1596 |
|
|
2025
Q3 | $560K | Sell |
4,302
-270
| -6% | -$32K | 0.01% | 1135 |
|
|
2025
Q2 | $506K | Sell |
4,572
-145
| -3% | -$14.6K | 0.01% | 1146 |
|
|
2025
Q1 | $451K | Buy |
4,717
+120
| +3% | +$11.9K | 0.01% | 1108 |
|
|
2024
Q4 | $446K | Sell |
4,597
-65
| -1% | -$6.14K | 0.01% | 1110 |
|
|
2024
Q3 | $421K | Sell |
4,662
-573
| -11% | -$48.9K | 0.01% | 1104 |
|
|
2024
Q2 | $439K | Buy |
5,235
+210
| +4% | +$19.1K | 0.01% | 1045 |
|
|
2024
Q1 | $491K | Sell |
5,025
-590
| -11% | -$55.7K | 0.01% | 992 |
|
|
2023
Q4 | $556K | Sell |
5,615
-356
| -6% | -$29.7K | 0.01% | 938 |
|
|
2023
Q3 | $504K | Buy |
5,971
+314
| +6% | +$27.6K | 0.01% | 941 |
|
|
2023
Q2 | $511K | Buy |
5,657
+134
| +2% | +$11.8K | 0.01% | 962 |
|
|
2023
Q1 | $492K | Sell |
5,523
-524
| -9% | -$49.7K | 0.01% | 947 |
|
|
2022
Q4 | $548K | Sell |
6,047
-985
| -14% | -$91.2K | 0.01% | 883 |
|
|
2022
Q3 | $616K | Sell |
7,032
-100
| -1% | -$9.67K | 0.01% | 818 |
|
|
2022
Q2 | $686K | Sell |
7,132
-3,328
| -32% | -$354K | 0.01% | 809 |
|
|
2022
Q1 | $1.23M | Sell |
10,460
-1,671
| -14% | -$194K | 0.02% | 660 |
|
|
2021
Q4 | $1.31M | Buy |
12,131
+4,595
| +61% | +$495K | 0.02% | 674 |
|
|
2021
Q3 | $752K | Hold |
7,536
| – | – | 0.01% | 847 |
|
|
2021
Q2 | $773K | Sell |
7,536
-981
| -12% | -$96.8K | 0.01% | 848 |
|
|
2021
Q1 | $759K | Buy |
8,517
+513
| +6% | +$41.8K | 0.02% | 798 |
|
|
2020
Q4 | $609K | Sell |
8,004
-13
| -0.2% | -$890 | 0.01% | 815 |
|
|
2020
Q3 | $468K | Buy |
8,017
+138
| +2% | +$7.99K | 0.01% | 829 |
|
|
2020
Q2 | $418K | Buy |
7,879
+2,270
| +40% | +$116K | 0.01% | 860 |
|
|
2020
Q1 | $282K | Sell |
5,609
-540
| -9% | -$36.6K | 0.01% | 916 |
|
|
2019
Q4 | $477K | Buy |
6,149
+790
| +15% | +$59.5K | 0.01% | 852 |
|
|
2019
Q3 | $395K | Sell |
5,359
-8
| -0.1% | -$583 | 0.01% | 877 |
|
|
2019
Q2 | $405K | Sell |
5,367
-173
| -3% | -$13.2K | 0.01% | 891 |
|
|
2019
Q1 | $415K | Buy |
5,540
+1,247
| +29% | +$92.2K | 0.01% | 898 |
|
|
2018
Q4 | $280K | Buy |
4,293
+471
| +12% | +$34.9K | 0.01% | 963 |
|
|
2018
Q3 | $316K | Buy |
3,822
+166
| +5% | +$13.4K | 0.01% | 1046 |
|
|
2018
Q2 | $282K | Buy |
3,656
+575
| +19% | +$44.3K | 0.01% | 1080 |
|
|
2018
Q1 | $233K | Buy |
+3,081
| New | +$242K | 0.01% | 1157 |
|
|
2014
Q3 | – | Sell |
-3,375
| Closed | -$249K | – | 1426 |
|
|
2014
Q2 | $249K | Sell |
3,375
-500
| -13% | -$34.9K | 0.01% | 1149 |
|
|
2014
Q1 | $260K | Buy |
3,875
+25
| +0.6% | +$1.62K | 0.01% | 1104 |
|
|
2013
Q4 | $257K | Sell |
3,850
-200
| -5% | -$13.6K | 0.01% | 1078 |
|
|
2013
Q3 | $271K | Buy |
+4,050
| New | +$254K | 0.01% | 1018 |
|
Other funds holding BMO
VCM
Oppenheimer & Co's BMO Position: Q1 2026 in Review
Oppenheimer & Co opened a new position in Bank of Montreal (BMO) in Q1 2026: 4,156 shares worth $562K. The stake represents 0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in BMO as recently as Q3 2025.
Oppenheimer & Co first reported a position in BMO in Q3 2013 and has held it in 36 quarters since. The position peaked at $1.31M in Q4 2021. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.
- Oppenheimer & Co held 4,156 shares of Bank of Montreal worth $562K as of Q1 2026.
- Bank of Montreal was a new Oppenheimer & Co position in Q1 2026.
- Bank of Montreal made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1144 holding.
- Oppenheimer & Co first reported a position in Bank of Montreal in Q3 2013 and has held it in 36 quarters since.
- Oppenheimer & Co's Bank of Montreal position peaked at $1.31M in Q4 2021.
- 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.