William Blair & Company
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William Blair & Company’s Bank of Montreal BMO Stock Holding History

William Blair & Company’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 		$1.31M Buy
9,697
+2,354
+32% +$327K ﹤0.01% 854
2025
Q4 		$953K Sell
7,343
-643
-8% -$81.4K ﹤0.01% 954
2025
Q3 		$1.04M Sell
7,986
-1,489
-16% -$176K ﹤0.01% 908
2025
Q2 		$1.05M Buy
9,475
+4,591
+94% +$463K ﹤0.01% 891
2025
Q1 		$467K Sell
4,884
-3,221
-40% -$319K ﹤0.01% 1105
2024
Q4 		$787K Buy
8,105
+19
+0.2% +$1.8K ﹤0.01% 974
2024
Q3 		$729K Buy
8,086
+418
+5% +$35.7K ﹤0.01% 1002
2024
Q2 		$643K Sell
7,668
-563
-7% -$51.1K ﹤0.01% 1023
2024
Q1 		$804K Sell
8,231
-2,944
-26% -$278K ﹤0.01% 937
2023
Q4 		$1.11M Sell
11,175
-77
-0.7% -$6.43K ﹤0.01% 822
2023
Q3 		$949K Buy
11,252
+1,719
+18% +$151K ﹤0.01% 857
2023
Q2 		$861K Sell
9,533
-249
-3% -$22K ﹤0.01% 889
2023
Q1 		$872K Buy
9,782
+511
+6% +$48.5K ﹤0.01% 869
2022
Q4 		$840K Sell
9,271
-12
-0.1% -$1.11K ﹤0.01% 885
2022
Q3 		$814K Buy
9,283
+2,006
+28% +$194K ﹤0.01% 890
2022
Q2 		$700K Sell
7,277
-104
-1% -$11.1K ﹤0.01% 965
2022
Q1 		$871K Sell
7,381
-51
-0.7% -$5.91K ﹤0.01% 967
2021
Q4 		$801K Sell
7,432
-782
-10% -$84.3K ﹤0.01% 1034
2021
Q3 		$819K Buy
8,214
+4,386
+115% +$442K ﹤0.01% 998
2021
Q2 		$393K Buy
3,828
+27
+0.7% +$2.67K ﹤0.01% 1245
2021
Q1 		$339K Sell
3,801
-15,271
-80% -$1.25M ﹤0.01% 1284
2020
Q4 		$1.45M Buy
19,072
+15,147
+386% +$1.04M 0.01% 739
2020
Q3 		$229K Hold
3,925
– – ﹤0.01% 1245
2020
Q2 		$208K Sell
3,925
-3,898
-50% -$199K ﹤0.01% 1227
2020
Q1 		$393K Sell
7,823
-1,018
-12% -$69K ﹤0.01% 935
2019
Q4 		$685K Buy
8,841
+587
+7% +$44.2K ﹤0.01% 886
2019
Q3 		$609K Sell
8,254
-341
-4% -$24.8K ﹤0.01% 888
2019
Q2 		$649K Sell
8,595
-1,656
-16% -$127K ﹤0.01% 894
2019
Q1 		$767K Buy
10,251
+1,202
+13% +$88.9K ﹤0.01% 820
2018
Q4 		$591K Sell
9,049
-1,203
-12% -$89.2K ﹤0.01% 857
2018
Q3 		$846K Sell
10,252
-33
-0.3% -$2.65K 0.01% 796
2018
Q2 		$795K Buy
10,285
+1,091
+12% +$84K 0.01% 803
2018
Q1 		$695K Sell
9,194
-10,264
-53% -$807K ﹤0.01% 814
2017
Q4 		$1.56M Buy
19,458
+1,544
+9% +$120K 0.01% 626
2017
Q3 		$1.36M Buy
17,914
+1,176
+7% +$87.7K 0.01% 645
2017
Q2 		$1.23M Buy
16,738
+1,023
+7% +$72.4K 0.01% 694
2017
Q1 		$1.18M Buy
15,715
+1,999
+15% +$151K 0.01% 668
2016
Q4 		$986K Sell
13,716
-2,004
-13% -$134K 0.01% 655
2016
Q3 		$1.03M Buy
15,720
+893
+6% +$58K 0.01% 641
2016
Q2 		$940K Sell
14,827
-6,400
-30% -$406K 0.01% 650
2016
Q1 		$1.29M Buy
21,227
+2,574
+14% +$141K 0.01% 553
2015
Q4 		$1.05M Buy
18,653
+1,532
+9% +$88.1K 0.01% 618
2015
Q3 		$933K Buy
17,121
+1,028
+6% +$56.5K 0.01% 775
2015
Q2 		$953K Buy
16,093
+48
+0.3% +$3.01K ﹤0.01% 1593
2015
Q1 		$962K Sell
16,045
-1,100
-6% -$68.2K ﹤0.01% 1559
2014
Q4 		$1.21M Buy
17,145
+500
+3% +$35.8K ﹤0.01% 1432
2014
Q3 		$1.23M Hold
16,645
– – ﹤0.01% 1399
2014
Q2 		$1.23M Sell
16,645
-180
-1% -$12.5K ﹤0.01% 1383
2014
Q1 		$1.13M Sell
16,825
-94
-0.6% -$6.11K ﹤0.01% 1385
2013
Q4 		$1.13M Hold
16,919
– – ﹤0.01% 1354
2013
Q3 		$1.13M Hold
16,919
– – ﹤0.01% 1299
2013
Q2 		$981K Buy
+16,919
New +$1.03M ﹤0.01% 1285

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company's BMO Position: Q1 2026 in Review

William Blair & Company increased its Bank of Montreal (BMO) stake by 32% in Q1 2026, buying an estimated $327K and bringing the position to 9,697 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #854.

William Blair & Company first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.56M in Q4 2017. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • William Blair & Company held 9,697 shares of Bank of Montreal worth $1.31M as of Q1 2026.
  • William Blair & Company bought 2,354 Bank of Montreal shares in Q1 2026, an estimated $327K.
  • Bank of Montreal made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #854 holding.
  • William Blair & Company first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's Bank of Montreal position peaked at $1.56M in Q4 2017.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.