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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

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Montgomery Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Montgomery Investment Management

Quarter filed Position value Share count Share price at filing
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