BANK OF MONTREAL /CAN/

Bank
CIK
927971
City
TORONTO
State / Country
A6

Top Portfolio Positions

2,019 positions · $221,865,961,266 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
75,036,582 $13,086,379,897 5.90%
RY
Royal Bank Of Canada
Financial Services
63,188,799 $10,222,683,897 4.61%
SPY
Spdr S&P 500 ETF Trust
12,656,607 $8,231,097,791 3.71%
TD
Toronto Dominion Bank
Financial Services
77,214,064 $7,204,844,308 3.25%
AAPL
Apple Inc.
Technology
28,151,961 $7,144,686,178 3.22%
MSFT
Microsoft Corp
Technology
16,775,836 $6,209,911,208 2.80%
AMZN
Amazon Com Inc
Consumer Cyclical
29,619,896 $6,168,935,735 2.78%
GOOGL
Alphabet Inc.
Communication Services
20,185,967 $5,804,676,666 2.62%
META
Meta Platforms, Inc.
Communication Services
7,317,960 $4,186,824,449 1.89%
BNS
Bank Of Nova Scotia
Financial Services
56,674,406 $3,928,103,076 1.77%

Portfolio Trend

52 quarters · across all stocks

Holdings in BE

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Shares Held

Position Value (USD)

29 of 29 shown
Report Date Value (USD) Shares
2026-03-31 $118,943,959 877,880
2026-03-31 $54,859,901 404,900
2025-12-31 $71,029,880 817,469
2025-12-31 $87,055,091 1,001,900
2025-09-30 $26,216,700 310,000
2025-09-30 $24,838,037 293,698
2025-06-30 $11,716,157 489,806
2025-06-30 $1,435,200 60,000
2025-03-31 $6,285,359 319,703
2024-12-31 $6,611,427 297,678
2024-09-30 $4,918,065 465,726
2024-06-30 $5,544,058 452,946
2024-03-31 $5,953,208 529,645
2023-12-31 $7,682,442 519,084
2023-09-30 $6,627,480 499,810
2023-06-30 $6,944,579 424,745
2023-03-31 $1,321,636 66,314
2022-12-31 $1,203,582 62,949
2022-09-30 $1,455,130 72,793
2022-06-30 $1,293,368 78,386
2022-03-31 $1,533,475 63,498
2021-12-31 $1,287,663 58,717
2021-09-30 $866,678 46,297
2021-06-30 $775,547 28,863
2021-03-31 $236,687 8,750
2020-12-31 $597,445 20,846
2020-09-30 $193,877 10,789
2020-06-30 $107,211 9,854
2020-03-31 $15,951 3,050