Position in BMO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$777,480
+$185,368 QoQ
Shares Held
4,400
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#312
of 654 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Boltwood Capital Management holds $8,924,431 across 6 Banks - Diversified names. BMO ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,944 | $5,546,279 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
17,160 | $1,418,102 | |
| 3 | C |
Citigroup Inc
|
5,834 | $816,526 | |
| 4 | BMO |
Bank Of Montreal /Can/
This page
|
4,400 | $777,480 | |
| 5 | BAC |
Bank Of America Corp /De/
|
3,760 | $214,244 | |
| 6 | SAN |
Banco Santander, S.A.
|
11,000 | $151,800 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,480 | 4,400 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $592,112 | 4,375 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $567,831 | 4,375 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $569,843 | 4,375 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $484,006 | 4,375 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $413,080 | 4,325 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $417,315 | 4,300 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $372,075 | 4,125 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $335,400 | 4,000 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $390,720 | 4,000 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $395,760 | 4,000 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $337,480 | 4,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $361,240 | 4,000 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $356,440 | 4,000 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $362,400 | 4,000 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $350,560 | 4,000 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $384,680 | 4,000 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $471,880 | 4,000 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $430,880 | 4,000 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $398,920 | 4,000 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $410,240 | 4,000 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $356,480 | 4,000 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $304,120 | 4,000 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $233,640 | 4,000 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $212,200 | 4,000 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $201,040 | 4,000 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||