Montis Financial’s Cabot Corp CBT Stock Holding History

Montis Financial’s Portfolio CBT Stock Details CBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$353K	Hold	4,686	–	–	0.07%	112
2025 Q4	$311K	Sell	4,686 -23	-0.5%	-$1.53K	0.06%	123
2025 Q3	$358K	Hold	4,709	–	–	0.08%	121
2025 Q2	$353K	Hold	4,709	–	–	0.1%	103
2025 Q1	$392K	Hold	4,709	–	–	0.12%	99
2024 Q4	$430K	Hold	4,709	–	–	0.13%	97
2024 Q3	$526K	Hold	4,709	–	–	0.19%	65
2024 Q2	$433K	Hold	4,709	–	–	0.2%	54
2024 Q1	$434K	Sell	4,709 -6	-0.1%	-$488	0.21%	52
2023 Q4	$394K	Sell	4,715 -49	-1%	-$3.64K	0.23%	46
2023 Q3	$330K	Sell	4,764 -166	-3%	-$11.5K	0.22%	48
2023 Q2	$330K	Hold	4,930	–	–	0.22%	41
2023 Q1	$378K	Hold	4,930	–	–	0.29%	36
2022 Q4	$330K	Hold	4,930	–	–	0.28%	37
2022 Q3	$315K	Hold	4,930	–	–	0.3%	40
2022 Q2	$315K	Hold	4,930	–	–	0.29%	39
2022 Q1	$337K	Hold	4,930	–	–	0.26%	41
2021 Q4	$277K	Sell	4,930 -72	-1%	-$3.96K	0.2%	61
2021 Q3	$256K	Sell	5,002 -3,500	-41%	-$187K	0.22%	49
2021 Q2	$484K	Buy	8,502 +1,486	+21%	+$87.3K	0.4%	33
2021 Q1	$374K	Hold	7,016	–	–	0.35%	40
2020 Q4	$308K	Buy	+7,016	New	+$291K	0.31%	44

Other funds holding CBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Montis Financial's CBT Position: Q1 2026 in Review

Montis Financial held its Cabot Corp (CBT) position steady in Q1 2026 at 4,686 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #112.

Montis Financial first reported a position in CBT in Q4 2020 and has held it in 22 quarters since. The position peaked at $526K in Q3 2024. 374 funds tracked by Wall St. Rank hold CBT as of Q1 2026.

Montis Financial held 4,686 shares of Cabot Corp worth $353K as of Q1 2026.
Montis Financial left its Cabot Corp share count unchanged in Q1 2026.
Cabot Corp made up 0.07% of Montis Financial's portfolio in Q1 2026, its #112 holding.
Montis Financial first reported a position in Cabot Corp in Q4 2020 and has held it in 22 quarters since.
Montis Financial's Cabot Corp position peaked at $526K in Q3 2024.
374 funds tracked by Wall St. Rank held Cabot Corp as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.