Bank Of Montreal Reduced Holdings in Q1 2025

Bank Of Montreal

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-2.22M
- 13.4%
$375.39 - $447.2 $832M - $991M
14.3M $5.37B
AAPL
Apple Inc.

Technology
-3.25M
- 10.61%
$209.68 - $247.1 $681M - $802M
27.3M $6.07B
AVGO
Broadcom Inc.

Technology
-2.54M
- 18.29%
$167.43 - $244.7 $425M - $621M
11.3M $1.9B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.37M
- 10.28%
$190.26 - $242.06 $450M - $573M
20.7M $3.93B
TSLA
Tesla, Inc.

Consumer Cyclical
-50.1K
- 0.73%
$222.15 - $428.22 $11.1M - $21.5M
6.83M $1.77B
GOOGL
Alphabet Inc.

Communication Services
-1.19M
- 5.62%
$154.33 - $206.19 $184M - $246M
20.1M $3.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
-925K
- 9.76%
$551.42 - $612.93 $510M - $567M
8.55M $4.78B
MSTR
Microstrategy Inc

Technology
-2.54M
- 93.18%
$239.27 - $396.5 $609M - $1.01B
186K $53.7M
GOOG
Alphabet Inc.

Communication Services
-827K
- 6.5%
$156.06 - $207.71 $129M - $172M
11.9M $1.86B
META
Meta Platforms, Inc.

Communication Services
-727K
- 12.38%
$576.36 - $736.67 $419M - $535M
5.14M $2.97B
CRWD
Crowd Strike Holdings, Inc.

Technology
-811K
- 23.49%
$308.86 - $455.36 $251M - $369M
2.64M $932M
NFLX
Netflix Inc

Communication Services
-352K
- 12.54%
$828.4 - $1058.6 $291M - $372M
2.45M $2.29B
ET
Energy Transfer LP

Energy
-9.72M
- 78.06%
$17.26 - $21.08 $168M - $205M
2.73M $50.8M
SHOP
Shopify Inc.

Technology
-539K
- 4.77%
$90.59 - $129.31 $48.8M - $69.7M
10.8M $1.03B
RCI
Rogers Communications Inc

Communication Services
-2.19M
- 8.48%
$26.73 - $31.05 $58.4M - $67.9M
23.6M $630M
CRM
Salesforce, Inc.

Technology
-183K
- 11.21%
$268.36 - $359.95 $49.2M - $66M
1.45M $390M
HD
Home Depot, Inc.

Consumer Cyclical
-292K
- 13.95%
$347.25 - $424.87 $102M - $124M
1.8M $661M
JPM
Jpmorgan Chase & CO

Financial Services
-779K
- 11.33%
$225.19 - $279.95 $175M - $218M
6.1M $1.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-212K
- 14.42%
$507.05 - $563.67 $108M - $120M
1.26M $647M
XLP
Consumer Staples Sector Spdr

ETFs
-1.89M
- 61.96%
N/A
1.16M $88M
BP
Bp PLC

Energy
-4.81M
- 93.16%
$29.93 - $35.31 $144M - $170M
353K $11.9M
CNI
Canadian National Railway CO

Industrials
-760K
- 4.96%
$95.46 - $106.79 $72.6M - $81.2M
14.6M $1.42B
MRK
Merck & Co., Inc.

Healthcare
-776K
- 12.58%
$83.01 - $101.02 $64.4M - $78.4M
5.39M $484M
ACN
Accenture PLC

Technology
-227K
- 16.26%
$300.91 - $398.25 $68.3M - $90.4M
1.17M $365M
WMT
Walmart Inc.

Consumer Defensive
-1.06M
- 8.59%
$84.5 - $105.05 $89.9M - $112M
11.3M $994M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.53M
- 29.45%
$81.83 - $82.73 $125M - $126M
3.66M $302M
DEO
Diageo PLC

Consumer Defensive
-853K
- 60.66%
$104.79 - $126.12 $89.4M - $108M
553K $58M
ORCL
Oracle Corp

Technology
-220K
- 6.62%
$139.81 - $186.47 $30.7M - $41M
3.1M $434M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-447K
- 83.77%
$211.47 - $267.17 $94.5M - $119M
86.6K $18.3M
CSCO
Cisco Systems, Inc.

Technology
-2.13M
- 23.72%
$58.74 - $64.87 $125M - $138M
6.86M $423M
ISRG
Intuitive Surgical Inc

Healthcare
-179K
- 25.47%
$476.63 - $610.45 $85.3M - $109M
524K $259M
PEP
Pepsico Inc

Consumer Defensive
-645K
- 17.63%
$142.64 - $156.42 $92M - $101M
3.01M $452M
UBS
Ubs Group Ag

Financial Services
-3.39M
- 64.01%
$30.28 - $35.78 $103M - $121M
1.91M $58.4M
COST
Costco Wholesale Corp

Consumer Defensive
-154K
- 8.77%
$890.62 - $1076.86 $137M - $166M
1.61M $1.52B
ADBE
Adobe Inc.

Technology
-68.9K
- 6.33%
$377.84 - $464.11 $26M - $32M
1.02M $391M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.12M
- 3.81%
$27.52 - $33.6 $30.9M - $37.8M
28.4M $845M
QCOM
Qualcomm Inc

Technology
-570K
- 19.89%
$151.94 - $175.86 $86.7M - $100M
2.3M $353M
ADI
Analog Devices Inc

Technology
-365K
- 39.74%
$201.56 - $243.82 $73.5M - $88.9M
553K $112M
HON
Honeywell International Inc

Industrials
-262K
- 17.58%
$202.75 - $226.52 $53.2M - $59.4M
1.23M $260M
WFC
Wells Fargo & Company

Financial Services
-1.17M
- 19.12%
$66.78 - $81.42 $77.9M - $95M
4.93M $354M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.02M
- 97.18%
$35.35 - $42.74 $71.4M - $86.4M
58.6K $2.42M
USB
Us Bancorp \De\

Financial Services
-1.1M
- 25.4%
$40.92 - $50.9 $45M - $55.9M
3.23M $136M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-41.5K
- 7.17%
$283.06 - $421.16 $11.8M - $17.5M
538K $152M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-572K
- 36.63%
$65.15 - $91.81 $37.2M - $52.5M
989K $64.5M
GS
Goldman Sachs Group Inc

Financial Services
-66.5K
- 5.56%
$524.81 - $672.19 $34.9M - $44.7M
1.13M $617M
HUBB
Hubbell Inc

Industrials
-143K
- 64.1%
$330.91 - $456.86 $47.4M - $65.5M
80.2K $26.6M
SBUX
Starbucks Corp

Consumer Cyclical
-869K
- 33.21%
$91.75 - $115.81 $79.7M - $101M
1.75M $171M
MS
Morgan Stanley

Financial Services
-131K
- 2.28%
$111.68 - $141.08 $14.6M - $18.4M
5.59M $652M
DIS
Walt Disney CO

Communication Services
-254K
- 7.91%
$96.87 - $114.0 $24.6M - $28.9M
2.96M $292M
Activity Summary
Buys All Purchases 1541 New Holdings 236 Increased Positions 1305 Sells All Sells 1279 Reductions 1279 Sold out 0 Options Calls 132 Puts 146
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