Back to Capital Wealth Planning, LLC Capital Wealth Planning, LLC

BMOBMO
4 quarters

Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in BANK OF MONTREAL

Capital Wealth Planning, LLC holds 257,802 shares of BMO (BANK OF MONTREAL), worth $45.6M as of 2026-Q2. The position was increased (+10.0% shares). BMO represents 0.2% of Capital Wealth Planning, LLC's portfolio.

Current Value

$45.6M

Current Shares

257,802

Total Value Change

+$43.4M

Total Shares Change

+240,997

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
257,802
+10.0%
$45.6M0.2%$175.47
38
2026-Q1
Increased
234,353
+142.1%
$31.7M0.2%$133.32
56
2025-Q4
Increased
96,785
+475.9%
$12.8M0.1%$127.85
45
2025-Q3
New
16,805
-
$2.2M0.0%$129.80
36

Other major holders of BMO: ROYAL BANK OF CANADA

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used