Berkshire Hathaway shares owned by Montgomery Investment Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Montgomery Investment Management
from 13F filings
Historical chart of Montgomery Investment Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Montgomery Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $319k | 634 | 502.74 |
| 2025-06-30 | $308k | 634 | 485.77 |
| 2025-03-31 | $338k | 634 | 532.58 |
| 2024-12-31 | $315k | 694 | 453.28 |
| 2024-09-30 | $319k | 694 | 460.26 |
| 2024-06-30 | $282k | 694 | 406.80 |
| 2024-03-31 | $292k | 694 | 420.52 |
| 2023-12-31 | $248k | 694 | 356.66 |
| 2023-09-30 | $243k | 694 | 350.30 |
| 2023-06-30 | $237k | 694 | 341.00 |
| 2023-03-31 | $214k | 694 | 308.77 |
| 2022-12-31 | $214k | 694 | 308.90 |
| 2022-03-31 | $245k | 694 | 353.03 |
| 2021-12-31 | $210k | 704 | 298.30 |
| 2018-09-30 | $247k | 1.2k | 214.04 |
| 2018-06-30 | $215k | 1.2k | 186.31 |
| 2018-03-31 | $230k | 1.2k | 199.31 |
| 2017-12-31 | $229k | 1.2k | 198.44 |
| 2017-09-30 | $212k | 1.2k | 183.71 |
| 2017-03-31 | $236k | 1.4k | 166.55 |
| 2016-12-31 | $221k | 1.4k | 162.86 |
| 2016-09-30 | $227k | 1.6k | 144.40 |
| 2016-06-30 | $228k | 1.6k | 145.04 |
More positions owned by Montgomery Investment Management
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