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Bank of America Corporation shares owned by Montgomery Investment Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Montgomery Investment Management from 13F filings

Historical chart of Montgomery Investment Management investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Montgomery Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Montgomery Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 191k 33.67
2023-09-30 $5.3M 193k 27.38
2023-06-30 $5.6M 194k 28.69
2023-03-31 $5.6M 196k 28.60
2022-12-31 $6.5M 196k 33.12
2022-09-30 $5.9M 196k 30.20
2022-06-30 $6.1M 195k 31.13
2022-03-31 $8.1M 198k 41.22
2021-12-31 $8.8M 198k 44.49
2021-09-30 $8.4M 198k 42.45
2021-06-30 $8.2M 198k 41.23
2021-03-31 $7.5M 195k 38.69
2020-12-31 $5.9M 195k 30.31
2020-09-30 $4.7M 195k 24.09
2020-06-30 $4.6M 193k 23.75
2020-03-31 $4.2M 198k 21.23
2019-12-31 $6.9M 197k 35.22
2019-09-30 $5.8M 200k 29.17
2019-06-30 $5.9M 202k 29.00
2019-03-31 $5.7M 207k 27.59
2018-12-31 $5.1M 208k 24.64
2018-09-30 $6.4M 216k 29.46
2018-06-30 $6.1M 215k 28.19
2018-03-31 $6.4M 215k 29.99
2017-12-31 $6.2M 211k 29.52
2017-09-30 $5.4M 215k 25.34
2017-06-30 $5.6M 231k 24.26
2017-03-31 $7.1M 300k 23.59
2016-12-31 $6.7M 303k 22.10
2016-09-30 $5.1M 331k 15.50
2016-06-30 $3.5M 266k 13.27
2016-03-31 $1.7M 129k 13.52
2015-12-31 $2.1M 127k 16.83
2015-09-30 $1.9M 123k 15.58
2015-06-30 $2.1M 121k 17.02
2015-03-31 $1.8M 115k 15.39
2014-12-31 $1.5M 83k 17.90
2014-09-30 $1.2M 72k 17.06
2014-06-30 $714k 46k 15.37
2014-03-31 $937k 55k 17.19
2013-12-31 $862k 55k 15.57
2013-09-30 $1.6M 114k 13.80
2013-06-30 $1.5M 115k 12.86
2013-03-31 $1.4M 117k 12.18
2012-12-31 $1.4M 117k 11.61
2012-09-30 $1.2M 131k 8.83
2012-06-30 $1.0M 128k 8.18
2012-03-31 $1.2M 129k 9.57
2011-12-31 $730k 131k 5.56
2011-09-30 $828k 135k 6.12
2011-03-31 $1.6M 124k 13.33