Montag & Associates’s MetLife MET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$759K Sell
10,737
-60
-0.6% -$4.49K 0.04% 266
2025
Q4
$852K Buy
10,797
+60
+0.6% +$4.75K 0.04% 253
2025
Q3
$884K Hold
10,737
0.04% 251
2025
Q2
$863K Hold
10,737
0.04% 253
2025
Q1
$862K Hold
10,737
0.04% 253
2024
Q4
$879K Sell
10,737
-1,200
-10% -$99.9K 0.04% 256
2024
Q3
$985K Sell
11,937
-305
-2% -$22.8K 0.05% 248
2024
Q2
$859K Buy
12,242
+305
+3% +$21.8K 0.04% 246
2024
Q1
$885K Hold
11,937
0.04% 259
2023
Q4
$789K Hold
11,937
0.04% 257
2023
Q3
$751K Sell
11,937
-105
-0.9% -$6.54K 0.05% 252
2023
Q2
$681K Hold
12,042
0.04% 258
2023
Q1
$698K Hold
12,042
0.05% 248
2022
Q4
$871K Hold
12,042
0.06% 217
2022
Q3
$732K Sell
12,042
-225
-2% -$14.4K 0.05% 232
2022
Q2
$770K Hold
12,267
0.05% 229
2022
Q1
$862K Buy
12,267
+225
+2% +$15.2K 0.05% 238
2021
Q4
$753K Hold
12,042
0.04% 260
2021
Q3
$743K Hold
12,042
0.04% 253
2021
Q2
$721K Sell
12,042
-863
-7% -$54.7K 0.04% 261
2021
Q1
$784K Hold
12,905
0.04% 242
2020
Q4
$606K Sell
12,905
-430
-3% -$18.6K 0.04% 257
2020
Q3
$496K Buy
13,335
+1,100
+9% +$41.8K 0.04% 230
2020
Q2
$447K Sell
12,235
-8,060
-40% -$281K 0.04% 227
2020
Q1
$620K Sell
20,295
-3,900
-16% -$173K 0.06% 201
2019
Q4
$1.23M Sell
24,195
-1,600
-6% -$77.2K 0.1% 171
2019
Q3
$1.22M Hold
25,795
0.11% 165
2019
Q2
$1.28M Sell
25,795
-17,255
-40% -$811K 0.11% 156
2019
Q1
$1.83M Sell
43,050
-3,706
-8% -$164K 0.17% 125
2018
Q4
$1.92M Sell
46,756
-10,197
-18% -$438K 0.21% 112
2018
Q3
$2.66M Buy
56,953
+4,833
+9% +$221K 0.23% 104
2018
Q2
$2.27M Buy
52,120
+96
+0.2% +$4.48K 0.23% 110
2018
Q1
$2.39M Sell
52,024
-50,220
-49% -$2.44M 0.25% 112
2017
Q4
$5.17M Buy
102,244
+626
+0.6% +$33K 0.5% 57
2017
Q3
$5.28M Sell
101,618
-12,409
-11% -$604K 0.57% 49
2017
Q2
$5.58M Sell
114,027
-8,640
-7% -$401K 0.63% 47
2017
Q1
$5.78M Sell
122,667
-24,113
-16% -$1.15M 0.65% 47
2016
Q4
$7.05M Buy
146,780
+85,512
+140% +$3.92M 0.83% 31
2016
Q3
$2.43M Buy
+61,268
New +$2.3M 0.31% 98
2016
Q1
Sell
-38,288
Closed -$1.65M 240
2015
Q4
$1.65M Buy
+38,288
New +$1.68M 0.24% 108
2013
Q4
Sell
-8,002
Closed -$335K 233
2013
Q3
$335K Hold
8,002
0.06% 179
2013
Q2
$326K Buy
+8,002
New +$294K 0.07% 173

Other funds holding MET

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

Montag & Associates reduced its MetLife (MET) stake by 0.56% in Q1 2026, selling an estimated $4.49K and leaving 10,737 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #266.

Montag & Associates first reported a position in MET in Q2 2013 and has held it in 42 quarters since. The position peaked at $7.05M in Q4 2016. 1,371 funds tracked by Wall St. Rank hold MET as of Q1 2026.

  • Montag & Associates held 10,737 shares of MetLife worth $759K as of Q1 2026.
  • Montag & Associates sold 60 MetLife shares in Q1 2026, an estimated $4.49K.
  • MetLife made up 0.04% of Montag & Associates's portfolio in Q1 2026, its #266 holding.
  • Montag & Associates first reported a position in MetLife in Q2 2013 and has held it in 42 quarters since.
  • Montag & Associates's MetLife position peaked at $7.05M in Q4 2016.
  • 1,371 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

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