Skip to content
Disclosery

BANK OF MONTREAL /CAN/: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on AXP, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 1,051,681 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,051,681 shares
    Change vs previous 13F +109,200 shares

    0.13% of the 13F portfolio, value $355,731,268.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 942,481 shares
    Change vs previous 13F -45,401 shares

    0.12% of the 13F portfolio, value $285,081,759.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 987,882 shares
    Change vs previous 13F -5,946 shares

    0.14% of the 13F portfolio, value $365,466,645.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 993,828 shares
    Change vs previous 13F +45,524 shares

    0.14% of the 13F portfolio, value $330,110,107.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 948,304 shares
    Change vs previous 13F -106,676 shares

    0.15% of the 13F portfolio, value $302,490,151.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,054,980 shares
    Change vs previous 13F -75,155 shares

    0.15% of the 13F portfolio, value $283,842,473.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,130,135 shares
    Change vs previous 13F -40,312 shares

    0.17% of the 13F portfolio, value $335,412,649.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,170,447 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $317,261,394.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).