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Montag & Associates’s KBR KBR Stock Holding History

Montag & Associates’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22
Closed -$906 – 972
2025
Q4 		$906 Sell
22
-5
-19% -$214 ﹤0.01% 928
2025
Q3 		$1.27K Buy
27
+2
+8% +$97 ﹤0.01% 984
2025
Q2 		$1.21K Hold
25
– – ﹤0.01% 901
2025
Q1 		$1.25K Sell
25
-6
-19% -$320 ﹤0.01% 930
2024
Q4 		$1.81K Sell
31
-10
-24% -$638 ﹤0.01% 899
2024
Q3 		$2.7K Sell
41
-6
-13% -$391 ﹤0.01% 899
2024
Q2 		$2.99K Hold
47
– – ﹤0.01% 851
2024
Q1 		$2.97K Buy
+47
New +$2.68K ﹤0.01% 848

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Montag & Associates sold out of KBR (KBR) in Q1 2026, closing a stake of 22 shares — an estimated $906 sold.

Montag & Associates first reported a position in KBR in Q1 2024 and held it in 8 quarters. The position peaked at $2.99K in Q2 2024. 373 funds tracked by Wall St. Rank hold KBR as of Q1 2026.

  • Montag & Associates reported no remaining KBR position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 22 KBR shares in Q1 2026, an estimated $906.
  • Montag & Associates first reported a position in KBR in Q1 2024 and held it in 8 quarters.
  • Montag & Associates's KBR position peaked at $2.99K in Q2 2024.
  • 373 funds tracked by Wall St. Rank held KBR as of Q1 2026.

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