MA
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Montag & Associates’s Landstar System LSTR Stock Holding History

Montag & Associates’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.1K Hold
250
– – ﹤0.01% 616
2025
Q4 		$35.9K Hold
250
– – ﹤0.01% 637
2025
Q3 		$30.6K Hold
250
– – ﹤0.01% 654
2025
Q2 		$34.8K Sell
250
-5
-2% -$693 ﹤0.01% 630
2025
Q1 		$38.3K Hold
255
– – ﹤0.01% 654
2024
Q4 		$43.9K Sell
255
-1
-0.4% -$183 ﹤0.01% 634
2024
Q3 		$48.4K Hold
256
– – ﹤0.01% 622
2024
Q2 		$47.2K Hold
256
– – ﹤0.01% 602
2024
Q1 		$49.4K Buy
256
+6
+2% +$1.14K ﹤0.01% 596
2023
Q4 		$48.4K Buy
+250
New +$44.3K ﹤0.01% 589

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return