Montag & Associates’s GATX Corp GATX Stock Holding History

Montag & Associates’s Portfolio GATX Stock Details GATX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16	Closed	-$2.8K	–	1039
2025 Q3	$2.8K	Buy	+16	New	+$2.59K	﹤0.01%	879

Other funds holding GATX

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Montag & Associates's GATX Position: Q4 2025 in Review

Montag & Associates sold out of GATX Corp (GATX) in Q4 2025, closing a stake of 16 shares — an estimated $2.8K sold.

Montag & Associates first reported a position in GATX in Q3 2025 and held it in 1 quarter. The position peaked at $2.8K in Q3 2025. 394 funds tracked by Wall St. Rank hold GATX as of Q4 2025.

Montag & Associates reported no remaining GATX Corp position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 16 GATX Corp shares in Q4 2025, an estimated $2.8K.
Montag & Associates first reported a position in GATX Corp in Q3 2025 and held it in 1 quarter.
Montag & Associates's GATX Corp position peaked at $2.8K in Q3 2025.
394 funds tracked by Wall St. Rank held GATX Corp as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.