BANK OF MONTREAL /CAN/

CIK
927971
City
TORONTO
State / Country
A6

Top Portfolio Positions

2,019 positions · $221,856,798,008 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 IP

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Shares Held

Position Value (USD)

30 of 30 shown
Report Date Value (USD) Shares
2026-03-31 $11,023,121 308,771
2025-12-31 $14,515,172 368,499
2025-09-30 $14,839,088 319,808
2025-06-30 $12,417,627 265,164
2025-03-31 $19,241,635 360,668
2024-12-31 $16,452,231 305,690
2024-09-30 $1,323,835 27,100
2024-09-30 $19,109,873 391,195
2024-09-30 $9,281,500 190,000
2024-06-30 $8,198,500 190,000
2024-06-30 $27,171,638 629,702
2024-06-30 $1,294,500 30,000
2024-03-31 $12,567,208 322,071
2023-12-31 $12,274,151 339,534
2023-09-30 $9,375,038 264,309
2023-06-30 $8,895,473 279,644
2023-03-31 $9,264,388 256,916
2022-12-31 $12,908,400 372,752
2022-09-30 $9,095,869 286,936
2022-06-30 $14,670,406 350,715
2022-03-31 $13,879,656 300,751
2021-12-31 $17,662,222 375,952
2021-09-30 $105,033,763 1,983,472
2021-06-30 $119,337,737 2,055,467
2021-03-31 $79,595,157 1,554,511
2020-12-31 $64,986,955 1,380,255
2020-09-30 $54,596,814 1,422,155
2020-06-30 $740,210 22,200
2020-06-30 $41,169,688 1,234,740
2020-03-31 $30,548,351 1,036,268