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Montgomery Investment Management’s LGI Homes LGIH Stock Holding History

Montgomery Investment Management’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Sell
29,110
-1,000
-3% -$47.8K 0.56% 34
2026
Q1 		$1.19M Sell
30,110
-2,150
-7% -$105K 0.41% 41
2025
Q4 		$1.39M Sell
32,260
-500
-2% -$23.4K 0.5% 37
2025
Q3 		$1.69M Sell
32,760
-1,450
-4% -$84.5K 0.6% 36
2025
Q2 		$1.76M Sell
34,210
-11,350
-25% -$621K 0.68% 35
2025
Q1 		$3.03M Sell
45,560
-3,230
-7% -$261K 1.21% 25
2024
Q4 		$4.36M Sell
48,790
-4,250
-8% -$446K 1.72% 22
2024
Q3 		$6.29M Hold
53,040
– – 2.28% 14
2024
Q2 		$4.75M Sell
53,040
-200
-0.4% -$19.3K 1.88% 20
2024
Q1 		$6.2M Sell
53,240
-47,800
-47% -$5.64M 2.36% 15
2023
Q4 		$13.5M Sell
101,040
-500
-0.5% -$55.5K 4.13% 9
2023
Q3 		$10.1M Buy
101,540
+780
+0.8% +$96.8K 3.48% 11
2023
Q2 		$13.6M Sell
100,760
-60
-0.1% -$7.2K 4.57% 6
2023
Q1 		$11.5M Sell
100,820
-20
-0% -$2.17K 4.06% 6
2022
Q4 		$9.34M Hold
100,840
– – 3.32% 9
2022
Q3 		$8.21M Buy
100,840
+100
+0.1% +$9.79K 3.36% 10
2022
Q2 		$8.76M Sell
100,740
-1,000
-1% -$92.7K 3.54% 9
2022
Q1 		$9.94M Hold
101,740
– – 3.4% 9
2021
Q4 		$15.7M Buy
101,740
+500
+0.5% +$73.2K 5.29% 4
2021
Q3 		$14.4M Hold
101,240
– – 5.36% 4
2021
Q2 		$16.4M Hold
101,240
– – 6.08% 3
2021
Q1 		$15.1M Buy
101,240
+1,000
+1% +$120K 5.79% 4
2020
Q4 		$10.6M Hold
100,240
– – 4.87% 4
2020
Q3 		$11.6M Sell
100,240
-8,200
-8% -$907K 6.11% 3
2020
Q2 		$9.55M Sell
108,440
-1,800
-2% -$126K 5.18% 3
2020
Q1 		$4.98M Buy
110,240
+11,250
+11% +$836K 3.24% 8
2019
Q4 		$6.99M Buy
98,990
+3,150
+3% +$240K 2.86% 11
2019
Q3 		$7.99M Hold
95,840
– – 3.41% 7
2019
Q2 		$6.85M Buy
95,840
+1,900
+2% +$132K 2.99% 8
2019
Q1 		$5.66M Hold
93,940
– – 2.52% 12
2018
Q4 		$4.25M Buy
93,940
+5,300
+6% +$224K 2.16% 13
2018
Q3 		$4.21M Buy
88,640
+2,260
+3% +$124K 1.73% 19
2018
Q2 		$4.99M Buy
86,380
+1,500
+2% +$96.7K 2.06% 15
2018
Q1 		$5.99M Buy
84,880
+1,600
+2% +$108K 2.52% 12
2017
Q4 		$6.25M Buy
83,280
+3,400
+4% +$216K 2.54% 10
2017
Q3 		$3.88M Buy
79,880
+6,200
+8% +$276K 1.72% 15
2017
Q2 		$2.96M Buy
73,680
+2,980
+4% +$100K 1.35% 21
2017
Q1 		$2.4M Buy
70,700
+11,600
+20% +$354K 1.03% 29
2016
Q4 		$1.7M Buy
59,100
+37,100
+169% +$1.17M 0.73% 36
2016
Q3 		$810K Buy
+22,000
New +$776K 0.38% 52

Other funds holding LGIH

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Montgomery Investment Management's LGIH Position: Q2 2026 in Review

Montgomery Investment Management reduced its LGI Homes (LGIH) stake by 3.3% in Q2 2026, selling an estimated $47.8K and leaving 29,110 shares worth $1.85M. The position accounts for 0.56% of the portfolio, ranked #34.

Montgomery Investment Management first reported a position in LGIH in Q3 2016 and has held it in 40 quarters since. The position peaked at $16.4M in Q2 2021. 17 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Montgomery Investment Management held 29,110 shares of LGI Homes worth $1.85M as of Q2 2026.
  • Montgomery Investment Management sold 1,000 LGI Homes shares in Q2 2026, an estimated $47.8K.
  • LGI Homes made up 0.56% of Montgomery Investment Management's portfolio in Q2 2026, its #34 holding.
  • Montgomery Investment Management first reported a position in LGI Homes in Q3 2016 and has held it in 40 quarters since.
  • Montgomery Investment Management's LGI Homes position peaked at $16.4M in Q2 2021.
  • 17 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.