Winthrop Capital Management’s Bank of Montreal BMO Stock Holding History

Winthrop Capital Management’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	$150K	Hold	1,105	–	–	0.04%	134
2025 Q4	$143K	Buy	+1,105	New	+$140K	0.03%	139
2025 Q3	–	Sell	-1,089	Closed	-$120K	–	346
2025 Q2	$120K	Buy	+1,089	New	+$110K	0.03%	143
2025 Q1	–	Sell	-1,058	Closed	-$103K	–	340
2024 Q4	$103K	Hold	1,058	–	–	0.03%	146
2024 Q3	$95K	Hold	1,058	–	–	0.05%	75
2024 Q2	$89K	Buy	1,058 +51	+5%	+$4.63K	0.04%	70
2024 Q1	$98K	Buy	1,007 +34	+3%	+$3.21K	0.05%	73
2023 Q4	$96.3K	Buy	+973	New	+$81.2K	0.03%	144

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winthrop Capital Management's BMO Position: Q1 2026 in Review

Winthrop Capital Management held its Bank of Montreal (BMO) position steady in Q1 2026 at 1,105 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #134.

Winthrop Capital Management first reported a position in BMO in Q4 2023 and has held it in 8 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Winthrop Capital Management held 1,105 shares of Bank of Montreal worth $150K as of Q1 2026.
Winthrop Capital Management left its Bank of Montreal share count unchanged in Q1 2026.
Bank of Montreal made up 0.04% of Winthrop Capital Management's portfolio in Q1 2026, its #134 holding.
Winthrop Capital Management first reported a position in Bank of Montreal in Q4 2023 and has held it in 8 quarters since.
635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.