BANK OF MONTREAL · CUSIP 063671101 · CIK 1851362
As of 2026-06-30, Lorne Steinberg Wealth Management Inc. reported 101.99K BMO (shares), valued at $18.02M, or 3.70% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares increased 1.31%; reported value increased 32.17%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.70% | 101,991 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 3.23% | 100,673 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 2.95% | 98,630 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 3.06% | 97,377 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 2.66% | 92,014 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 2.07% | 74,131 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 1.94% | 68,940 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 1.81% | 69,241 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 1.88% | 69,494 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 2.12% | 69,514 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 2.30% | 69,216 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 2.15% | 66,054 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.15% | 66,054 | $5.60M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 2.30% | 69,216 | $6.85M | Shares increased 4.79%; reported value increased 22.39%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 2.12% | 69,514 | $6.79M | Shares increased 0.43%; reported value decreased 0.90%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 1.88% | 69,494 | $5.83M | Shares decreased 0.03%; reported value decreased 14.12%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 1.81% | 69,241 | $6.25M | Shares decreased 0.36%; reported value increased 7.18%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 1.94% | 68,940 | $6.69M | Shares decreased 0.43%; reported value increased 6.99%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.07% | 74,131 | $7.09M | Shares increased 7.53%; reported value increased 5.98%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 2.66% | 92,014 | $10.20M | Shares increased 24.12%; reported value increased 44.00%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 3.06% | 97,377 | $12.69M | Shares increased 5.83%; reported value increased 24.32%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 2.95% | 98,630 | $12.83M | Shares increased 1.29%; reported value increased 1.11%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 3.23% | 100,673 | $13.63M | Shares increased 2.07%; reported value increased 6.29%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 3.70% | 101,991 | $18.02M | Shares increased 1.31%; reported value increased 32.17%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.