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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
Q2 		$51.7K Hold
250
– – ﹤0.01% 590
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Montag & Associates held its Landstar System (LSTR) position steady in Q2 2026 at 250 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Montag & Associates first reported a position in LSTR in Q4 2023 and has held it in 11 quarters since. 546 funds tracked by Wall St. Rank hold LSTR as of Q2 2026.

  • Montag & Associates held 250 shares of Landstar System worth $51.7K as of Q2 2026.
  • Montag & Associates left its Landstar System share count unchanged in Q2 2026.
  • Landstar System made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #590 holding.
  • Montag & Associates first reported a position in Landstar System in Q4 2023 and has held it in 11 quarters since.
  • 546 funds tracked by Wall St. Rank held Landstar System as of Q2 2026.

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