Rowlandmiller & Partners’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 | – | Sell |
-4,476
| Closed | -$581K | – | 190 |
|
|
2025
Q4 | $581K | Hold |
4,476
| – | – | 0.11% | 99 |
|
|
2025
Q3 | $583K | Hold |
4,476
| – | – | 0.11% | 98 |
|
|
2025
Q2 | $495K | Hold |
4,476
| – | – | 0.1% | 103 |
|
|
2025
Q1 | $428K | Hold |
4,476
| – | – | 0.09% | 111 |
|
|
2024
Q4 | $434K | Hold |
4,476
| – | – | 0.09% | 111 |
|
|
2024
Q3 | $404K | Hold |
4,476
| – | – | 0.08% | 113 |
|
|
2024
Q2 | $375K | Hold |
4,476
| – | – | 0.08% | 112 |
|
|
2024
Q1 | $437K | Hold |
4,476
| – | – | 0.09% | 107 |
|
|
2023
Q4 | $443K | Hold |
4,476
| – | – | 0.1% | 102 |
|
|
2023
Q3 | $378K | Hold |
4,476
| – | – | 0.09% | 108 |
|
|
2023
Q2 | $404K | Hold |
4,476
| – | – | 0.1% | 109 |
|
|
2023
Q1 | $399K | Hold |
4,476
| – | – | 0.1% | 109 |
|
|
2022
Q4 | $407K | Hold |
4,476
| – | – | 0.1% | 104 |
|
|
2022
Q3 | $392K | Hold |
4,476
| – | – | 0.11% | 98 |
|
|
2022
Q2 | $430K | Hold |
4,476
| – | – | 0.11% | 98 |
|
|
2022
Q1 | $528K | Hold |
4,476
| – | – | 0.12% | 95 |
|
|
2021
Q4 | $482K | Hold |
4,476
| – | – | 0.11% | 102 |
|
|
2021
Q3 | $237K | Hold |
4,476
| – | – | 0.08% | 109 |
|
|
2021
Q2 | $459K | Hold |
4,476
| – | – | 0.11% | 102 |
|
|
2021
Q1 | $399K | Hold |
4,476
| – | – | 0.1% | 103 |
|
|
2020
Q4 | $340K | Hold |
4,476
| – | – | 0.1% | 107 |
|
|
2020
Q3 | $225K | Hold |
4,476
| – | – | 0.09% | 102 |
|
|
2020
Q2 | $237K | Hold |
4,476
| – | – | 0.08% | 109 |
|
|
2020
Q1 | $225K | Hold |
4,476
| – | – | 0.09% | 102 |
|
|
2019
Q4 | $347K | Hold |
4,476
| – | – | 0.11% | 94 |
|
|
2019
Q3 | $331K | Hold |
4,476
| – | – | 0.11% | 92 |
|
|
2019
Q2 | $338K | Hold |
4,476
| – | – | 0.12% | 92 |
|
|
2019
Q1 | $335K | Hold |
4,476
| – | – | 0.12% | 93 |
|
|
2018
Q4 | $293K | Hold |
4,476
| – | – | 0.12% | 91 |
|
|
2018
Q3 | $369K | Hold |
4,476
| – | – | 0.13% | 90 |
|
|
2018
Q2 | $345K | Hold |
4,476
| – | – | 0.13% | 89 |
|
|
2018
Q1 | $337K | Hold |
4,476
| – | – | 0.13% | 87 |
|
|
2017
Q4 | $358K | Hold |
4,476
| – | – | 0.14% | 86 |
|
|
2017
Q3 | $340K | Hold |
4,476
| – | – | 0.14% | 87 |
|
|
2017
Q2 | $329K | Hold |
4,476
| – | – | 0.14% | 83 |
|
|
2017
Q1 | $336K | Buy |
+4,476
| New | +$338K | 0.15% | 82 |
|
Other funds holding BMO
VCM
Rowlandmiller & Partners's BMO Position: Q1 2026 in Review
Rowlandmiller & Partners sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 4,476 shares — an estimated $581K sold.
Rowlandmiller & Partners first reported a position in BMO in Q1 2017 and held it in 36 quarters. The position peaked at $583K in Q3 2025. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.
- Rowlandmiller & Partners reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
- Rowlandmiller & Partners sold 4,476 Bank of Montreal shares in Q1 2026, an estimated $581K.
- Rowlandmiller & Partners first reported a position in Bank of Montreal in Q1 2017 and held it in 36 quarters.
- Rowlandmiller & Partners's Bank of Montreal position peaked at $583K in Q3 2025.
- 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.
Based on Rowlandmiller & Partners's 13F filing for Q1 2026, filed 1 Apr 2026.