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BMO
3 quarters

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

Capital Wealth Planning, LLC holds 234,353 shares of BMO (BANK MONTREAL MEDIUM), worth $31.7M as of 2026-Q1. The position was increased (+142.1% shares). BMO represents 0.2% of Capital Wealth Planning, LLC's portfolio.

Current Value

$31.7M

Current Shares

234,353

Total Value Change

+$29.5M

Total Shares Change

+217,548

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
234,353
+142.1%
$31.7M0.2%$143.80
56
2025-Q4
Increased
96,785
+475.9%
$12.8M0.1%$130.50
45
2025-Q3
New
16,805
-
$2.2M0.0%$129.80
36

Other major holders of BMO: ROYAL BANK OF CANADA

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