Patrick M. Sweeney & Associates’s Bank of Montreal BMO Stock Holding History

Patrick M. Sweeney & Associates’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	$603K	Hold	4,453	–	–	0.39%	66
2025 Q4	$578K	Sell	4,453 -55	-1%	-$6.96K	0.36%	73
2025 Q3	$587K	Hold	4,508	–	–	0.38%	65
2025 Q2	$510K	Hold	4,508	–	–	0.35%	75
2025 Q1	$431K	Hold	4,508	–	–	0.32%	80
2024 Q4	$438K	Hold	4,508	–	–	0.33%	80
2024 Q3	$407K	Hold	4,508	–	–	0.3%	85
2024 Q2	$378K	Hold	4,508	–	–	0.31%	82
2024 Q1	$440K	Buy	4,508 +2,408	+115%	+$227K	0.36%	72
2023 Q4	$208K	Buy	+2,100	New	+$175K	0.19%	122

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

Patrick M. Sweeney & Associates's BMO Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its Bank of Montreal (BMO) position steady in Q1 2026 at 4,453 shares worth $603K. The position accounts for 0.39% of the portfolio, ranked #66.

Patrick M. Sweeney & Associates first reported a position in BMO in Q4 2023 and has held it in 10 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Patrick M. Sweeney & Associates held 4,453 shares of Bank of Montreal worth $603K as of Q1 2026.
Patrick M. Sweeney & Associates left its Bank of Montreal share count unchanged in Q1 2026.
Bank of Montreal made up 0.39% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #66 holding.
Patrick M. Sweeney & Associates first reported a position in Bank of Montreal in Q4 2023 and has held it in 10 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.