MA
JHX icon

Montag & Associates’s James Hardie Industries JHX Stock Holding History

Montag & Associates’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$573 Buy
30
+6
+25% +$135 ﹤0.01% 918
2025
Q4 		$498 Sell
24
-5
-17% -$100 ﹤0.01% 941
2025
Q3 		$558 Buy
+29
New +$695 ﹤0.01% 1074

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Montag & Associates's JHX Position: Q1 2026 in Review

Montag & Associates increased its James Hardie Industries (JHX) stake by 25% in Q1 2026, buying an estimated $135 and bringing the position to 30 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Montag & Associates first reported a position in JHX in Q3 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • Montag & Associates held 30 shares of James Hardie Industries worth $573 as of Q1 2026.
  • Montag & Associates bought 6 James Hardie Industries shares in Q1 2026, an estimated $135.
  • James Hardie Industries made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #918 holding.
  • Montag & Associates first reported a position in James Hardie Industries in Q3 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.