BANK OF MONTREAL /CAN/ MSFT — *MICROSOFT CORP

Ownership history in BANK OF MONTREAL /CAN/  ·  115 quarters on record

AI Ownership Summary

BANK OF MONTREAL /CAN/ reported *MICROSOFT CORP (MSFT) in 115 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 3.25% in 2024 Q4. The latest visible filing shows MSFT at 1.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANK OF MONTREAL /CAN/'s position in *MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MSFT was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.25% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page BANK OF MONTREAL /CAN/ fund profile BANK OF MONTREAL /CAN/ full holdings
How BANK OF MONTREAL /CAN/ held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 22 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 14,621,788 +14,257,588 +3914.8% 1.80% $5.45B 2026-08-12 $491.50
2026 Q2 ADDED — — — 364,200 +228,300 +168.0% 0.04% $135.9M 2026-08-12 $491.50
2026 Q2 REDUCED 99.1% +36.8% ❌ 135,900 -14,881,036 -99.1% 0.02% $50.7M 2026-08-12 $491.50
2026 Q1 ADDED — — — 15,016,936 +13,314,636 +782.2% 2.07% $5.56B 2026-05-13 $403.57
2026 Q1 ADDED — — — 1,702,300 +1,645,700 +2907.6% 0.23% $630.1M 2026-05-13 $403.57
2026 Q1 REDUCED 99.6% -0.2% ✅ 56,600 -14,144,644 -99.6% 0.01% $21.0M 2026-05-13 $403.57
2025 Q4 ADDED — — — 14,201,244 +14,042,944 +8871.1% 2.38% $6.87B 2026-02-12 $399.31
2025 Q4 ADDED — — — 158,300 +156,700 +9793.8% 0.03% $76.6M 2026-02-12 $399.31
2025 Q4 REDUCED 100.0% -23.3% ✅ 1,600 -14,320,362 -100.0% 0.00% $774K 2026-02-12 $399.31
2025 Q3 ADDED — — — 14,321,962 +14,126,962 +7244.6% 2.85% $7.42B 2025-11-13 $499.18
2025 Q3 REDUCED 98.5% -5.8% ✅ 195,000 -13,117,135 -98.5% 0.04% $101.0M 2025-11-13 $499.18
2025 Q2 REDUCED 7.0% +3.6% ❌ 13,312,135 -1,003,120 -7.0% 3.11% $6.62B 2025-08-05 $522.58
2025 Q1 ADDED — — — 14,315,255 +14,295,255 +71476.3% 2.61% $5.37B 2025-05-13 $443.93
2025 Q1 REDUCED 99.9% +32.8% ❌ 20,000 -16,510,692 -99.9% 0.00% $7.5M 2025-05-13 $443.93
2024 Q4 ADDED — — — 16,530,692 +16,488,092 +38704.4% 3.25% $6.97B 2025-02-13 $404.96
2024 Q4 ADDED — — — 42,600 +31,600 +287.3% 0.01% $18.0M 2025-02-13 $404.96
2024 Q4 REDUCED 99.9% -10.8% ✅ 11,000 -16,977,121 -99.9% 0.00% $4.6M 2025-02-13 $404.96
2024 Q3 ADDED — — — 16,988,121 +16,914,221 +22888.0% 3.20% $7.27B 2024-11-13 $418.59
2024 Q3 ADDED — — — 73,900 +62,900 +571.8% 0.01% $31.6M 2024-11-13 $418.59
2024 Q3 REDUCED 99.9% -1.1% ✅ 11,000 -18,019,292 -99.9% 0.00% $4.7M 2024-11-13 $418.59
2024 Q2 ADDED — — — 18,030,292 +18,009,592 +87002.9% 2.39% $8.24B 2024-08-14 $409.64
2024 Q2 REDUCED 99.9% -3.5% ✅ 20,700 -14,990,056 -99.9% 0.00% $9.5M 2024-08-14 $409.64
93 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q3 — sorted by position size

ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.41% Quintet Private Bank (Europe) S.A. 3Y 13.84% Brown Shipley& Co Ltd 3Y 13.66% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 11.41% Matthew Goff Investment Advisor, LLC 3Y 7Y 10.37% CALEDONIA INVESTMENTS PLC 3Y 7Y 9.97% Eleva Capital SAS 9.89% Violich Capital Management, Inc. 3Y 7Y 9.6% Lakehouse Capital Pty Ltd 3Y 8.96% HALL LAURIE J TRUSTEE 3Y 7Y 8.6%

FAQ About BANK OF MONTREAL /CAN/ and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BANK OF MONTREAL /CAN/ reported owning MSFT?

BANK OF MONTREAL /CAN/ reported MSFT across 22 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MSFT position in BANK OF MONTREAL /CAN/'s portfolio?

The largest reported portfolio weight for MSFT was 3.25% in 2024 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q2, when BANK OF MONTREAL /CAN/ reported 14,621,788 shares, equal to 1.80% of portfolio, with an estimated market value of $5.45B.

What does the chart on this MSFT ownership page compare?

The chart compares BANK OF MONTREAL /CAN/'s quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BANK OF MONTREAL /CAN/ time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, BANK OF MONTREAL /CAN/ correctly timed 81 out of 114 reported position changes (71%). The annualised alpha on MSFT relative to SPY over the holding period was +9.6%.

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