Montag & Associates’s Globe Life GL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $62.6K | Hold |
450
| – | – | ﹤0.01% | 558 |
|
|
2025
Q4 | $62.9K | Hold |
450
| – | – | ﹤0.01% | 563 |
|
|
2025
Q3 | $64.3K | Hold |
450
| – | – | ﹤0.01% | 551 |
|
|
2025
Q2 | $55.9K | Hold |
450
| – | – | ﹤0.01% | 566 |
|
|
2025
Q1 | $59.3K | Hold |
450
| – | – | ﹤0.01% | 580 |
|
|
2024
Q4 | $50.2K | Hold |
450
| – | – | ﹤0.01% | 612 |
|
|
2024
Q3 | $47.7K | Hold |
450
| – | – | ﹤0.01% | 626 |
|
|
2024
Q2 | $37K | Hold |
450
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $52.4K | Hold |
450
| – | – | ﹤0.01% | 588 |
|
|
2023
Q4 | $54.8K | Hold |
450
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $48.9K | Hold |
450
| – | – | ﹤0.01% | 559 |
|
|
2023
Q2 | $49.3K | Hold |
450
| – | – | ﹤0.01% | 572 |
|
|
2023
Q1 | $49.6K | Hold |
450
| – | – | ﹤0.01% | 554 |
|
|
2022
Q4 | $54.2K | Hold |
450
| – | – | ﹤0.01% | 529 |
|
|
2022
Q3 | $45K | Hold |
450
| – | – | ﹤0.01% | 552 |
|
|
2022
Q2 | $44K | Hold |
450
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $45K | Hold |
450
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $42K | Hold |
450
| – | – | ﹤0.01% | 589 |
|
|
2021
Q3 | $40K | Sell |
450
-13,065
| -97% | -$1.22M | ﹤0.01% | 589 |
|
|
2021
Q2 | $1.29M | Hold |
13,515
| – | – | 0.07% | 206 |
|
|
2021
Q1 | $1.31M | Hold |
13,515
| – | – | 0.07% | 206 |
|
|
2020
Q4 | $1.28M | Buy |
13,515
+2,584
| +24% | +$230K | 0.08% | 186 |
|
|
2020
Q3 | $873K | Sell |
10,931
-828
| -7% | -$66.1K | 0.07% | 191 |
|
|
2020
Q2 | $873K | Hold |
11,759
| – | – | 0.08% | 179 |
|
|
2020
Q1 | $846K | Hold |
11,759
| – | – | 0.08% | 182 |
|
|
2019
Q4 | $1.24M | Buy |
11,759
+1,800
| +18% | +$179K | 0.1% | 169 |
|
|
2019
Q3 | $954K | Hold |
9,959
| – | – | 0.08% | 180 |
|
|
2019
Q2 | $891K | Hold |
9,959
| – | – | 0.08% | 182 |
|
|
2019
Q1 | $816K | Hold |
9,959
| – | – | 0.08% | 185 |
|
|
2018
Q4 | $742K | Buy |
9,959
+1,950
| +24% | +$162K | 0.08% | 169 |
|
|
2018
Q3 | $694K | Hold |
8,009
| – | – | 0.06% | 211 |
|
|
2018
Q2 | $652K | Hold |
8,009
| – | – | 0.07% | 195 |
|
|
2018
Q1 | $674K | Hold |
8,009
| – | – | 0.07% | 198 |
|
|
2017
Q4 | $726K | Buy |
8,009
+1,312
| +20% | +$113K | 0.07% | 191 |
|
|
2017
Q3 | $536K | Hold |
6,697
| – | – | 0.06% | 190 |
|
|
2017
Q2 | $512K | Hold |
6,697
| – | – | 0.06% | 185 |
|
|
2017
Q1 | $516K | Hold |
6,697
| – | – | 0.06% | 182 |
|
|
2016
Q4 | $494K | Buy |
6,697
+2,610
| +64% | +$179K | 0.06% | 182 |
|
|
2016
Q3 | $261K | Hold |
4,087
| – | – | 0.03% | 219 |
|
|
2016
Q2 | $253K | Hold |
4,087
| – | – | 0.03% | 219 |
|
|
2016
Q1 | $221K | Hold |
4,087
| – | – | 0.03% | 220 |
|
|
2015
Q4 | $234K | Buy |
4,087
+357
| +10% | +$20.9K | 0.03% | 214 |
|
|
2015
Q3 | $210K | Buy |
+3,730
| New | +$221K | 0.03% | 227 |
|
Other funds holding GL
VCM
VPM
N
Montag & Associates's GL Position: Q1 2026 in Review
Montag & Associates held its Globe Life (GL) position steady in Q1 2026 at 450 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #558.
Montag & Associates first reported a position in GL in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.31M in Q1 2021. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.
- Montag & Associates held 450 shares of Globe Life worth $62.6K as of Q1 2026.
- Montag & Associates left its Globe Life share count unchanged in Q1 2026.
- Globe Life made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #558 holding.
- Montag & Associates first reported a position in Globe Life in Q3 2015 and has held it in 43 quarters since.
- Montag & Associates's Globe Life position peaked at $1.31M in Q1 2021.
- 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.
Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.