Wellington Management Group’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 | $12.4M | Buy |
92,145
+11,416
| +14% | +$1.59M | ﹤0.01% | 1181 |
|
|
2025
Q4 | $10.5M | Sell |
80,729
-17,605
| -18% | -$2.23M | ﹤0.01% | 1241 |
|
|
2025
Q3 | $12.8M | Sell |
98,334
-6,395
| -6% | -$757K | ﹤0.01% | 1186 |
|
|
2025
Q2 | $11.6M | Sell |
104,729
-27,177
| -21% | -$2.74M | ﹤0.01% | 1165 |
|
|
2025
Q1 | $12.6M | Sell |
131,906
-30,597
| -19% | -$3.03M | ﹤0.01% | 1140 |
|
|
2024
Q4 | $15.8M | Buy |
162,503
+36,931
| +29% | +$3.49M | ﹤0.01% | 1052 |
|
|
2024
Q3 | $11.3M | Buy |
125,572
+55,823
| +80% | +$4.76M | ﹤0.01% | 1137 |
|
|
2024
Q2 | $5.85M | Sell |
69,749
-37,205
| -35% | -$3.38M | ﹤0.01% | 1283 |
|
|
2024
Q1 | $10.5M | Buy |
106,954
+333
| +0.3% | +$31.4K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $10.6M | Sell |
106,621
-19,306
| -15% | -$1.61M | ﹤0.01% | 1095 |
|
|
2023
Q3 | $10.7M | Buy |
125,927
+8,685
| +7% | +$763K | ﹤0.01% | 1092 |
|
|
2023
Q2 | $10.6M | Buy |
117,242
+6,013
| +5% | +$532K | ﹤0.01% | 1091 |
|
|
2023
Q1 | $9.89M | Buy |
111,229
+29,768
| +37% | +$2.82M | ﹤0.01% | 1104 |
|
|
2022
Q4 | $7.37M | Sell |
81,461
-19,026
| -19% | -$1.76M | ﹤0.01% | 1166 |
|
|
2022
Q3 | $8.85M | Buy |
100,487
+4,457
| +5% | +$431K | ﹤0.01% | 1135 |
|
|
2022
Q2 | $9.21M | Sell |
96,030
-7,521
| -7% | -$799K | ﹤0.01% | 1145 |
|
|
2022
Q1 | $12.2M | Buy |
103,551
+30,267
| +41% | +$3.51M | ﹤0.01% | 1155 |
|
|
2021
Q4 | $7.9M | Sell |
73,284
-17,103
| -19% | -$1.84M | ﹤0.01% | 1328 |
|
|
2021
Q3 | $9.02M | Buy |
90,387
+39,971
| +79% | +$4.02M | ﹤0.01% | 1327 |
|
|
2021
Q2 | $5.17M | Buy |
50,416
+42,354
| +525% | +$4.18M | ﹤0.01% | 1501 |
|
|
2021
Q1 | $718K | Sell |
8,062
-4,465
| -36% | -$364K | ﹤0.01% | 1782 |
|
|
2020
Q4 | $952K | Sell |
12,527
-30,626
| -71% | -$2.1M | ﹤0.01% | 1617 |
|
|
2020
Q3 | $2.52M | Sell |
43,153
-117
| -0.3% | -$6.78K | ﹤0.01% | 1376 |
|
|
2020
Q2 | $2.3M | Sell |
43,270
-3,090
| -7% | -$158K | ﹤0.01% | 1341 |
|
|
2020
Q1 | $2.31M | Sell |
46,360
-3,986
| -8% | -$270K | ﹤0.01% | 1338 |
|
|
2019
Q4 | $3.91M | Sell |
50,346
-5,676
| -10% | -$427K | ﹤0.01% | 1381 |
|
|
2019
Q3 | $4.13M | Sell |
56,022
-1,906
| -3% | -$139K | ﹤0.01% | 1394 |
|
|
2019
Q2 | $4.38M | Sell |
57,928
-170,833
| -75% | -$13.1M | ﹤0.01% | 1410 |
|
|
2019
Q1 | $17.1M | Buy |
228,761
+98,764
| +76% | +$7.3M | ﹤0.01% | 1046 |
|
|
2018
Q4 | $8.49M | Sell |
129,997
-7,319
| -5% | -$543K | ﹤0.01% | 1228 |
|
|
2018
Q3 | $11.3M | Buy |
137,316
+54,609
| +66% | +$4.39M | ﹤0.01% | 1244 |
|
|
2018
Q2 | $6.39M | Buy |
82,707
+48,488
| +142% | +$3.73M | ﹤0.01% | 1415 |
|
|
2018
Q1 | $2.58M | Sell |
34,219
-21,335
| -38% | -$1.68M | ﹤0.01% | 1664 |
|
|
2017
Q4 | $4.46M | Sell |
55,554
-33,942
| -38% | -$2.65M | ﹤0.01% | 1511 |
|
|
2017
Q3 | $6.76M | Buy |
89,496
+451
| +0.5% | +$33.6K | ﹤0.01% | 1388 |
|
|
2017
Q2 | $6.53M | Buy |
89,045
+5,375
| +6% | +$380K | ﹤0.01% | 1352 |
|
|
2017
Q1 | $6.24M | Sell |
83,670
-33,180
| -28% | -$2.51M | ﹤0.01% | 1377 |
|
|
2016
Q4 | $8.41M | Sell |
116,850
-50,486
| -30% | -$3.37M | ﹤0.01% | 1243 |
|
|
2016
Q3 | $10.9M | Buy |
167,336
+12,770
| +8% | +$830K | ﹤0.01% | 1141 |
|
|
2016
Q2 | $9.75M | Sell |
154,566
-40,096
| -21% | -$2.54M | ﹤0.01% | 1148 |
|
|
2016
Q1 | $11.9M | Sell |
194,662
-52,162
| -21% | -$2.86M | ﹤0.01% | 1086 |
|
|
2015
Q4 | $13.9M | Buy |
246,824
+240,544
| +3,830% | +$13.8M | ﹤0.01% | 1079 |
|
|
2015
Q3 | $341K | Buy |
6,280
+1,945
| +45% | +$107K | ﹤0.01% | 2039 |
|
|
2015
Q2 | $257K | Hold |
4,335
| – | – | ﹤0.01% | 2071 |
|
|
2015
Q1 | $260K | Hold |
4,335
| – | – | ﹤0.01% | 2102 |
|
|
2014
Q4 | $308K | Sell |
4,335
-5,639
| -57% | -$404K | ﹤0.01% | 2073 |
|
|
2014
Q3 | $735K | Sell |
9,974
-1,680
| -14% | -$126K | ﹤0.01% | 1899 |
|
|
2014
Q2 | $859K | Buy |
11,654
+3,299
| +39% | +$230K | ﹤0.01% | 1851 |
|
|
2014
Q1 | $560K | Buy |
8,355
+943
| +13% | +$61.3K | ﹤0.01% | 1950 |
|
|
2013
Q4 | $494K | Hold |
7,412
| – | – | ﹤0.01% | 1992 |
|
|
2013
Q3 | $496K | Sell |
7,412
-193
| -3% | -$12.1K | ﹤0.01% | 1964 |
|
|
2013
Q2 | $440K | Buy |
+7,605
| New | +$461K | ﹤0.01% | 1953 |
|
Other funds holding BMO
VCM
