Montag & Associates’s Installed Building Products IBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $345K | Hold |
1,500
| – | – | 0.01% | 356 |
|
|
2026
Q1 | $398K | Hold |
1,500
| – | – | 0.02% | 331 |
|
|
2025
Q4 | $389K | Sell |
1,500
-4
| -0.3% | -$1.03K | 0.02% | 325 |
|
|
2025
Q3 | $371K | Buy |
1,504
+4
| +0.3% | +$950 | 0.02% | 335 |
|
|
2025
Q2 | $270K | Sell |
1,500
-500
| -25% | -$83.2K | 0.01% | 370 |
|
|
2025
Q1 | $343K | Hold |
2,000
| – | – | 0.02% | 348 |
|
|
2024
Q4 | $351K | Hold |
2,000
| – | – | 0.02% | 356 |
|
|
2024
Q3 | $493K | Hold |
2,000
| – | – | 0.02% | 323 |
|
|
2024
Q2 | $411K | Hold |
2,000
| – | – | 0.02% | 331 |
|
|
2024
Q1 | $517K | Hold |
2,000
| – | – | 0.03% | 318 |
|
|
2023
Q4 | $366K | Hold |
2,000
| – | – | 0.02% | 332 |
|
|
2023
Q3 | $250K | Hold |
2,000
| – | – | 0.02% | 358 |
|
|
2023
Q2 | $280K | Hold |
2,000
| – | – | 0.02% | 351 |
|
|
2023
Q1 | $228K | Hold |
2,000
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $171K | Hold |
2,000
| – | – | 0.01% | 389 |
|
|
2022
Q3 | $162K | Hold |
2,000
| – | – | 0.01% | 382 |
|
|
2022
Q2 | $166K | Hold |
2,000
| – | – | 0.01% | 382 |
|
|
2022
Q1 | $169K | Hold |
2,000
| – | – | 0.01% | 407 |
|
|
2021
Q4 | $279K | Hold |
2,000
| – | – | 0.01% | 354 |
|
|
2021
Q3 | $214K | Hold |
2,000
| – | – | 0.01% | 376 |
|
|
2021
Q2 | $245K | Hold |
2,000
| – | – | 0.01% | 366 |
|
|
2021
Q1 | $222K | Hold |
2,000
| – | – | 0.01% | 371 |
|
|
2020
Q4 | $204K | Sell |
2,000
-31,373
| -94% | -$3.2M | 0.01% | 359 |
|
|
2020
Q3 | $3.4M | Hold |
33,373
| – | – | 0.27% | 98 |
|
|
2020
Q2 | $2.29M | Hold |
33,373
| – | – | 0.2% | 114 |
|
|
2020
Q1 | $1.33M | Buy |
33,373
+20,000
| +150% | +$1.29M | 0.13% | 142 |
|
|
2019
Q4 | $921K | Hold |
13,373
| – | – | 0.07% | 191 |
|
|
2019
Q3 | $767K | Hold |
13,373
| – | – | 0.07% | 196 |
|
|
2019
Q2 | $792K | Hold |
13,373
| – | – | 0.07% | 190 |
|
|
2019
Q1 | $649K | Hold |
13,373
| – | – | 0.06% | 204 |
|
|
2018
Q4 | $451K | Hold |
13,373
| – | – | 0.05% | 210 |
|
|
2018
Q3 | $522K | Sell |
13,373
-21,260
| -61% | -$1.07M | 0.05% | 236 |
|
|
2018
Q2 | $1.96M | Buy |
34,633
+7,000
| +25% | +$415K | 0.2% | 117 |
|
|
2018
Q1 | $1.66M | Hold |
27,633
| – | – | 0.17% | 135 |
|
|
2017
Q4 | $2.1M | Buy |
27,633
+6,373
| +30% | +$441K | 0.2% | 127 |
|
|
2017
Q3 | $1.38M | Buy |
21,260
+365
| +2% | +$20.5K | 0.15% | 135 |
|
|
2017
Q2 | $1.11M | Buy |
+20,895
| New | +$1.08M | 0.12% | 141 |
|
Other funds holding IBP
TAM
Montag & Associates's IBP Position: Q2 2026 in Review
Montag & Associates held its Installed Building Products (IBP) position steady in Q2 2026 at 1,500 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #356.
Montag & Associates first reported a position in IBP in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.4M in Q3 2020. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.
- Montag & Associates held 1,500 shares of Installed Building Products worth $345K as of Q2 2026.
- Montag & Associates left its Installed Building Products share count unchanged in Q2 2026.
- Installed Building Products made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #356 holding.
- Montag & Associates first reported a position in Installed Building Products in Q2 2017 and has held it in 37 quarters since.
- Montag & Associates's Installed Building Products position peaked at $3.4M in Q3 2020.
- 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.
Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.