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 Q2	$792	Hold	30	–	–	﹤0.01%	935
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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Montag & Associates's JHX Position: Q2 2026 in Review

Montag & Associates held its James Hardie Industries (JHX) position steady in Q2 2026 at 30 shares worth $792. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Montag & Associates first reported a position in JHX in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

Montag & Associates held 30 shares of James Hardie Industries worth $792 as of Q2 2026.
Montag & Associates left its James Hardie Industries share count unchanged in Q2 2026.
James Hardie Industries made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #935 holding.
Montag & Associates first reported a position in James Hardie Industries in Q3 2025 and has held it in 4 quarters since.
342 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.