Montag & Associates’s LyondellBasell Industries LYB Stock Holding History

Montag & Associates’s Portfolio LYB Stock Details LYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-600	Closed	-$29.4K	–	1075
2025 Q3	$29.4K	Hold	600	–	–	﹤0.01%	658
2025 Q2	$34.7K	Hold	600	–	–	﹤0.01%	631
2025 Q1	$42.2K	Hold	600	–	–	﹤0.01%	640
2024 Q4	$44.6K	Hold	600	–	–	﹤0.01%	629
2024 Q3	$57.5K	Hold	600	–	–	﹤0.01%	586
2024 Q2	$57.4K	Hold	600	–	–	﹤0.01%	569
2024 Q1	$61.4K	Hold	600	–	–	﹤0.01%	551
2023 Q4	$57K	Hold	600	–	–	﹤0.01%	556
2023 Q3	$56.8K	Hold	600	–	–	﹤0.01%	531
2023 Q2	$55.1K	Hold	600	–	–	﹤0.01%	554
2023 Q1	$56.3K	Hold	600	–	–	﹤0.01%	535
2022 Q4	$49.8K	Sell	600 -625	-51%	-$51.2K	﹤0.01%	546
2022 Q3	$92K	Hold	1,225	–	–	0.01%	448
2022 Q2	$107K	Hold	1,225	–	–	0.01%	429
2022 Q1	$126K	Hold	1,225	–	–	0.01%	435
2021 Q4	$113K	Buy	1,225 +468	+62%	+$43.4K	0.01%	456
2021 Q3	$71K	Hold	757	–	–	﹤0.01%	516
2021 Q2	$78K	Hold	757	–	–	﹤0.01%	497
2021 Q1	$79K	Hold	757	–	–	﹤0.01%	506
2020 Q4	$69K	Buy	+757	New	+$61.7K	﹤0.01%	501
2016 Q3	–	Sell	-15,970	Closed	-$1.19M	–	247
2016 Q2	$1.19M	Sell	15,970 -21,010	-57%	-$1.73M	0.16%	129
2016 Q1	$3.17M	Buy	+36,980	New	+$2.97M	0.45%	73

Other funds holding LYB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Montag & Associates's LYB Position: Q4 2025 in Review

Montag & Associates sold out of LyondellBasell Industries (LYB) in Q4 2025, closing a stake of 600 shares — an estimated $29.4K sold.

Montag & Associates first reported a position in LYB in Q1 2016 and held it in 22 quarters. The position peaked at $3.17M in Q1 2016. 798 funds tracked by Wall St. Rank hold LYB as of Q4 2025.

Montag & Associates reported no remaining LyondellBasell Industries position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 600 LyondellBasell Industries shares in Q4 2025, an estimated $29.4K.
Montag & Associates first reported a position in LyondellBasell Industries in Q1 2016 and held it in 22 quarters.
Montag & Associates's LyondellBasell Industries position peaked at $3.17M in Q1 2016.
798 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.