TD Asset Management’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
$2.58B Sell
19,086,601
-286,000
-1% -$39.7M 2.09% 6
2025
Q4
$2.52B Buy
19,372,601
+293,575
+2% +$37.2M 2.03% 6
2025
Q3
$2.49B Buy
19,079,026
+1,789,188
+10% +$212M 2.02% 7
2025
Q2
$1.91B Sell
17,289,838
-11,924
-0.1% -$1.2M 1.63% 9
2025
Q1
$1.65B Sell
17,301,762
-313,379
-2% -$31M 1.52% 9
2024
Q4
$1.71B Buy
17,615,141
+486,984
+3% +$46M 1.51% 10
2024
Q3
$1.55B Sell
17,128,157
-1,584,432
-8% -$135M 1.37% 10
2024
Q2
$1.57B Sell
18,712,589
-220,300
-1% -$20M 1.46% 10
2024
Q1
$1.85B Sell
18,932,889
-292,816
-2% -$27.6M 1.72% 8
2023
Q4
$1.91B Buy
19,225,705
+3,187,998
+20% +$266M 1.88% 6
2023
Q3
$1.36B Sell
16,037,707
-204,219
-1% -$17.9M 1.65% 8
2023
Q2
$1.47B Sell
16,241,926
-245,996
-1% -$21.7M 1.67% 8
2023
Q1
$1.47B Buy
16,487,922
+538,629
+3% +$51.1M 1.77% 6
2022
Q4
$1.44B Buy
15,949,293
+262,540
+2% +$24.3M 1.78% 7
2022
Q3
$1.39B Buy
15,686,753
+429,688
+3% +$41.6M 1.74% 9
2022
Q2
$1.46B Buy
15,257,065
+61,501
+0.4% +$6.53M 1.7% 9
2022
Q1
$1.79B Buy
15,195,564
+143,188
+1% +$16.6M 1.64% 8
2021
Q4
$1.62B Sell
15,052,376
-199,258
-1% -$21.5M 1.36% 13
2021
Q3
$1.52B Buy
15,251,634
+363,203
+2% +$36.6M 1.58% 8
2021
Q2
$1.47B Sell
14,888,431
-104,336
-0.7% -$10.3M 1.5% 10
2021
Q1
$1.34B Sell
14,992,767
-215,502
-1% -$17.6M 1.49% 10
2020
Q4
$1.16B Sell
15,208,269
-4,138
-0% -$283K 1.4% 11
2020
Q3
$886M Sell
15,212,407
-3,103,009
-17% -$180M 1.23% 15
2020
Q2
$972M Sell
18,315,416
-373,886
-2% -$19.1M 1.38% 13
2020
Q1
$933M Buy
18,689,302
+4,575,820
+32% +$310M 1.58% 11
2019
Q4
$1.1B Sell
14,113,482
-325,153
-2% -$24.5M 1.59% 8
2019
Q3
$1.06B Sell
14,438,635
-6,371,842
-31% -$464M 1.63% 8
2019
Q2
$1.58B Sell
20,810,477
-770,035
-4% -$58.9M 2.36% 6
2019
Q1
$1.62B Sell
21,580,512
-25,773
-0.1% -$1.91M 2.47% 6
2018
Q4
$1.41B Sell
21,606,285
-370,163
-2% -$27.4M 2.45% 5
2018
Q3
$1.81B Sell
21,976,448
-833,319
-4% -$67M 2.68% 5
2018
Q2
$1.76B Sell
22,809,767
-978,454
-4% -$75.3M 2.69% 5
2018
Q1
$1.8B Sell
23,788,221
-321,857
-1% -$25.3M 2.75% 4
2017
Q4
$1.94B Sell
24,110,078
-944,211
-4% -$73.6M 2.82% 5
2017
Q3
$1.89B Sell
25,054,289
-79,888
-0.3% -$5.96M 2.84% 5
2017
Q2
$1.84B Buy
25,134,177
+383,382
+2% +$27.1M 2.9% 5
2017
Q1
$1.84B Sell
24,750,795
-659,592
-3% -$49.8M 2.94% 5
2016
Q4
$1.83B Sell
25,410,387
-591,566
-2% -$39.5M 3.09% 5
2016
Q3
$1.7B Sell
26,001,953
-136,959
-0.5% -$8.9M 2.94% 4
2016
Q2
$1.65B Buy
26,138,912
+530,618
+2% +$33.6M 2.99% 4
2016
Q1
$1.56B Sell
25,608,294
-529,351
-2% -$29M 2.92% 5
2015
Q4
$1.47B Sell
26,137,645
-311,671
-1% -$17.9M 2.91% 5
2015
Q3
$1.44B Sell
26,449,316
-33,696
-0.1% -$1.85M 2.83% 5
2015
Q2
$1.57B Sell
26,483,012
-276,072
-1% -$17.3M 2.8% 5
2015
Q1
$1.6B Sell
26,759,084
-160,342
-0.6% -$9.94M 2.89% 5
2014
Q4
$1.91B Buy
26,919,426
+292,164
+1% +$20.9M 3.18% 5
2014
Q3
$1.96B Sell
26,627,262
-143,537
-0.5% -$10.8M 3.39% 5
2014
Q2
$1.97B Sell
26,770,799
-143,932
-0.5% -$10M 3.36% 5
2014
Q1
$1.8B Buy
26,914,731
+57,683
+0.2% +$3.75M 3.28% 5
2013
Q4
$1.79B Sell
26,857,048
-189,472
-0.7% -$12.9M 3.34% 5
2013
Q3
$1.81B Buy
27,046,520
+125,427
+0.5% +$7.87M 3.59% 5
2013
Q2
$1.56B Buy
+26,921,093
New +$1.63B 3.34% 5

Other funds holding BMO