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P.J. Schmidt Investment Management (PJS)’s Bank of Montreal BMO Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$313K Hold
1,773
– – 0.05% 175
2026
Q1 		$240K Hold
1,773
– – 0.04% 194
2025
Q4 		$230K Sell
1,773
-2
-0.1% -$253 0.04% 184
2025
Q3 		$231K Buy
+1,775
New +$210K 0.04% 187
2022
Q1 		– Sell
-2,242
Closed -$254K – 172
2021
Q4 		$254K Hold
2,242
– – 0.05% 161
2021
Q3 		$249K Sell
2,242
-211
-9% -$21.2K 0.05% 159
2021
Q2 		$243K Buy
+2,453
New +$242K 0.05% 163
2017
Q4 		– Sell
-5,773
Closed -$437K – 135
2017
Q3 		$437K Sell
5,773
-200
-3% -$14.9K 0.13% 99
2017
Q2 		$439K Hold
5,973
– – 0.13% 96
2017
Q1 		$447K Buy
5,973
+70
+1% +$5.29K 0.16% 94
2016
Q4 		$425K Sell
5,903
-1,114
-16% -$74.3K 0.16% 93
2016
Q3 		$460K Buy
7,017
+26
+0.4% +$1.69K 0.17% 95
2016
Q2 		$443K Sell
6,991
-248
-3% -$15.7K 0.16% 102
2016
Q1 		$439K Sell
7,239
-150
-2% -$8.22K 0.17% 105
2015
Q4 		$417K Buy
+7,389
New +$425K 0.17% 110
2014
Q4 		– Sell
-3,543
Closed -$261K – 153
2014
Q3 		$261K Sell
3,543
-5,200
-59% -$391K 0.11% 126
2014
Q2 		$643K Sell
8,743
-37
-0.4% -$2.58K 0.25% 95
2014
Q1 		$588K Hold
8,780
– – 0.23% 94
2013
Q4 		$585K Hold
8,780
– – 0.25% 89
2013
Q3 		$587K Hold
8,780
– – 0.27% 80
2013
Q2 		$510K Buy
+8,780
New +$532K 0.25% 78

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s BMO Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,773 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #175.

P.J. Schmidt Investment Management (PJS) first reported a position in BMO in Q2 2013 and has held it in 21 quarters since. The position peaked at $643K in Q2 2014. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 1,773 shares of Bank of Montreal worth $313K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.05% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #175 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Bank of Montreal in Q2 2013 and has held it in 21 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Bank of Montreal position peaked at $643K in Q2 2014.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.