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 Q2	–	Sell	-1,105	Closed	-$150K	–	359
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 $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Winthrop Capital Management's BMO Position: Q2 2026 in Review

Winthrop Capital Management sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 1,105 shares — an estimated $150K sold.

Winthrop Capital Management first reported a position in BMO in Q4 2023 and held it in 8 quarters. The position peaked at $150K in Q1 2026. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Winthrop Capital Management reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Winthrop Capital Management sold 1,105 Bank of Montreal shares in Q2 2026, an estimated $150K.
Winthrop Capital Management first reported a position in Bank of Montreal in Q4 2023 and held it in 8 quarters.
Winthrop Capital Management's Bank of Montreal position peaked at $150K in Q1 2026.
658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.