Toronto Dominion Bank’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
$840M Sell
6,197,393
-305,775
-5% -$42.5M 1.62% 17
2025
Q4
$845M Buy
6,503,168
+402,204
+7% +$50.9M 1.49% 11
2025
Q3
$795M Sell
6,100,964
-1,093,189
-15% -$129M 1.54% 13
2025
Q2
$798M Sell
7,194,153
-929,786
-11% -$93.7M 1.71% 14
2025
Q1
$776M Sell
8,123,939
-378,326
-4% -$37.4M 1.98% 13
2024
Q4
$824M Buy
8,502,265
+1,106,412
+15% +$105M 1.59% 11
2024
Q3
$667M Buy
7,395,853
+267,508
+4% +$22.8M 1.4% 11
2024
Q2
$598M Sell
7,128,345
-2,665,770
-27% -$242M 1.11% 19
2024
Q1
$957M Buy
9,794,115
+605,630
+7% +$57.2M 1.69% 10
2023
Q4
$909M Sell
9,188,485
-531,108
-5% -$44.3M 1.54% 10
2023
Q3
$820M Sell
9,719,593
-89,560
-0.9% -$7.87M 1.59% 11
2023
Q2
$888M Buy
9,809,153
+1,013,101
+12% +$89.6M 1.54% 9
2023
Q1
$786M Buy
8,796,052
+523,110
+6% +$49.6M 1.49% 10
2022
Q4
$752M Sell
8,272,942
-225,796
-3% -$20.9M 1.3% 9
2022
Q3
$746M Buy
8,498,738
+726,118
+9% +$70.2M 1.52% 8
2022
Q2
$749M Buy
7,772,620
+485,542
+7% +$51.6M 1.4% 7
2022
Q1
$860M Sell
7,287,078
-305,621
-4% -$35.4M 1.3% 8
2021
Q4
$818M Buy
7,592,699
+136,276
+2% +$14.7M 1.1% 10
2021
Q3
$744M Sell
7,456,423
-617,610
-8% -$62.2M 1.17% 13
2021
Q2
$828M Sell
8,074,033
-460,186
-5% -$45.4M 1.29% 8
2021
Q1
$761M Sell
8,534,219
-2,714,688
-24% -$221M 1.35% 8
2020
Q4
$853M Sell
11,248,907
-293,154
-3% -$20.1M 1.59% 8
2020
Q3
$675M Sell
11,542,061
-186,352
-2% -$10.8M 1.69% 8
2020
Q2
$624M Buy
11,728,413
+2,446,869
+26% +$125M 1.62% 7
2020
Q1
$469M Sell
9,281,544
-453,397
-5% -$30.7M 1.48% 7
2019
Q4
$755M Buy
9,734,941
+611,861
+7% +$46.1M 1.37% 11
2019
Q3
$672M Sell
9,123,080
-8,360,896
-48% -$609M 1.66% 8
2019
Q2
$661M Buy
17,483,976
+6,089,928
+53% +$466M 1.66% 6
2019
Q1
$853M Buy
11,394,048
+588,001
+5% +$43.5M 2.12% 8
2018
Q4
$708M Sell
10,806,047
-51,438
-0.5% -$3.81M 2.11% 10
2018
Q3
$897M Sell
10,857,485
-61,371
-0.6% -$4.94M 2.21% 8
2018
Q2
$845M Buy
10,918,856
+2,442,428
+29% +$188M 2.13% 7
2018
Q1
$640M Sell
8,476,428
-923,706
-10% -$72.7M 1.84% 7
2017
Q4
$755M Sell
9,400,134
-658,258
-7% -$51.3M 2.42% 5
2017
Q3
$761M Sell
10,058,392
-1,674,644
-14% -$125M 2.65% 5
2017
Q2
$862M Sell
11,733,036
-9,807,804
-46% -$694M 2.88% 3
2017
Q1
$1.61B Buy
21,540,840
+157,487
+0.7% +$11.9M 4.61% 4
2016
Q4
$1.54B Buy
21,383,353
+257,993
+1% +$17.2M 4.81% 4
2016
Q3
$1.38B Buy
21,125,360
+353,626
+2% +$23M 5.04% 4
2016
Q2
$1.32B Sell
20,771,734
-55,235
-0.3% -$3.5M 5.89% 4
2016
Q1
$1.26B Sell
20,826,969
-84,719
-0.4% -$4.64M 8.54% 3
2015
Q4
$1.18B Sell
20,911,688
-123,592
-0.6% -$7.11M 7.79% 3
2015
Q3
$1.15B Sell
21,035,280
-3,780,949
-15% -$208M 7.12% 3
2015
Q2
$1.47B Sell
24,816,229
-2,538,453
-9% -$159M 7.57% 3
2015
Q1
$1.64B Sell
27,354,682
-19,900
-0.1% -$1.23M 7.56% 3
2014
Q4
$1.94B Sell
27,374,582
-499,964
-2% -$35.8M 8.25% 3
2014
Q3
$2.05B Sell
27,874,546
-317,689
-1% -$23.9M 7.72% 3
2014
Q2
$2.08B Buy
28,192,235
+756,324
+3% +$52.7M 7.38% 3
2014
Q1
$1.84B Sell
27,435,911
-448,263
-2% -$29.1M 6.98% 3
2013
Q4
$1.86B Buy
27,884,174
+1,824,020
+7% +$124M 6.91% 3
2013
Q3
$1.74B Sell
26,060,154
-167,577
-0.6% -$10.5M 6.64% 3
2013
Q2
$1.52B Buy
+26,227,731
New +$1.59B 6.32% 3

Other funds holding BMO