Janney Montgomery Scott
TEX icon

Janney Montgomery Scott’s Terex TEX Stock Holding History

Janney Montgomery Scott’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$219K Sell
3,712
-730
-16% -$45.2K ﹤0.01% 2581
2025
Q4 		$237K Buy
+4,442
New +$224K ﹤0.01% 2705
2024
Q4 		– Sell
-8,460
Closed -$448K – 2843
2024
Q3 		$448K Sell
8,460
-9,678
-53% -$535K ﹤0.01% 2044
2024
Q2 		$995K Sell
18,138
-895
-5% -$53.1K ﹤0.01% 1447
2024
Q1 		$1.23M Sell
19,033
-111
-0.6% -$6.51K ﹤0.01% 1416
2023
Q4 		$1.1M Sell
19,144
-2,619
-12% -$135K ﹤0.01% 1390
2023
Q3 		$1.25M Buy
21,763
+729
+3% +$43.4K ﹤0.01% 1223
2023
Q2 		$1.26M Buy
21,034
+5,293
+34% +$263K ﹤0.01% 1287
2023
Q1 		$762K Buy
15,741
+3,069
+24% +$157K ﹤0.01% 1479
2022
Q4 		$541K Buy
12,672
+5,351
+73% +$215K ﹤0.01% 1717
2022
Q3 		$218K Buy
+7,321
New +$239K ﹤0.01% 2229
2018
Q4 		– Sell
-15,705
Closed -$627K – 2050
2018
Q3 		$627K Sell
15,705
-267
-2% -$10.9K 0.01% 1323
2018
Q2 		$674K Sell
15,972
-616
-4% -$24.4K 0.01% 1225
2018
Q1 		$621K Buy
16,588
+648
+4% +$28.1K 0.01% 1214
2017
Q4 		$769K Buy
+15,940
New +$734K 0.01% 1076
2014
Q4 		– Sell
-13,455
Closed -$427K – 2387
2014
Q3 		$427K Buy
13,455
+563
+4% +$20.6K 0.01% 1394
2014
Q2 		$530K Sell
12,892
-695
-5% -$28.3K 0.01% 1209
2014
Q1 		$602K Sell
13,587
-1,767
-12% -$74.2K 0.01% 1005
2013
Q4 		$645K Buy
15,354
+5,247
+52% +$190K 0.02% 926
2013
Q3 		$340K Buy
+10,107
New +$306K 0.01% 1257

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott's TEX Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Terex (TEX) stake by 16% in Q1 2026, selling an estimated $45.2K and leaving 3,712 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Janney Montgomery Scott first reported a position in TEX in Q3 2013 and has held it in 20 quarters since. The position peaked at $1.26M in Q2 2023. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Janney Montgomery Scott held 3,712 shares of Terex worth $219K as of Q1 2026.
  • Janney Montgomery Scott sold 730 Terex shares in Q1 2026, an estimated $45.2K.
  • Terex made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2581 holding.
  • Janney Montgomery Scott first reported a position in Terex in Q3 2013 and has held it in 20 quarters since.
  • Janney Montgomery Scott's Terex position peaked at $1.26M in Q2 2023.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.