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Brown-Forman Corporation shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Brown-Forman Corporation (BF.B) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Brown-Forman Corporation

Tip: Access up to 7 years of quarterly data

All positions including Brown-Forman Corporation held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown-Forman Corporation by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 127k 26.06
2025-09-30 $2.1M 76k 27.08
2025-06-30 $355k 13k 26.91
2025-03-31 $455k 13k 33.94
2024-12-31 $416k 11k 37.98
2024-09-30 $539k 11k 49.20
2024-06-30 $419k 9.7k 43.19
2024-03-31 $1.2M 22k 51.62
2023-12-31 $1.3M 23k 57.10
2023-09-30 $1.2M 21k 57.69
2023-06-30 $1.7M 25k 66.78
2023-03-31 $1.7M 27k 64.27
2022-12-31 $1.7M 26k 65.68
2022-09-30 $1.7M 26k 66.51
2022-06-30 $1.8M 26k 70.13
2022-03-31 $1.7M 26k 66.97
2021-12-31 $1.9M 26k 72.86
2021-09-30 $1.7M 26k 66.97
2021-06-30 $1.7M 23k 74.93
2021-03-31 $1.7M 25k 68.90
2020-12-31 $2.0M 25k 79.44
2020-09-30 $2.1M 29k 75.22
2020-06-30 $1.9M 29k 63.56
2020-03-31 $1.8M 32k 55.41
2019-12-31 $2.0M 30k 67.59
2019-09-30 $1.3M 21k 62.77
2019-06-30 $1.0M 19k 55.41
2019-03-31 $986k 19k 52.67
2018-12-31 $837k 18k 47.50
2018-09-30 $595k 12k 50.46
2018-06-30 $670k 14k 49.01
2018-03-31 $606k 11k 54.33
2017-12-31 $2.6M 6.6k 400.00
2017-09-30 $339k 6.3k 54.09
2017-06-30 $302k 6.3k 48.18
2017-03-31 $294k 6.4k 46.00
2016-12-31 $247k 5.5k 44.71
2016-09-30 $771k 16k 47.48
2016-06-30 $2.3M 24k 99.74
2016-03-31 $2.3M 24k 98.43
2015-06-30 $300k 3.0k 100.33
2015-03-31 $270k 3.0k 90.30
2014-12-31 $263k 3.0k 87.96
2014-09-30 $270k 3.0k 90.30
2014-06-30 $298k 3.2k 94.04
2014-03-31 $294k 3.3k 89.58
2013-12-31 $260k 3.4k 75.60
2013-09-30 $234k 3.4k 68.04