MONTGOMERY INVESTMENT MANAGEMENT INC
All 13F Filings
- Location
- Rockville, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 329,513
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 108 | 329,513 | 13F-HR | MONTGOMERY INVESTMENT MANAGEMENT INC |
| Q1 2026 | 4/21/2026 | 103 | 293,094 | 13F-HR | MONTGOMERY INVESTMENT MANAGEMENT INC |
| Q4 2025 | 1/16/2026 | 96 | 277,930 | 13F-HR | MONTGOMERY INVESTMENT MANAGEMENT INC |
| Q3 2025 | 10/17/2025 | 97 | 284,190 | 13F-HR | MONTGOMERY INVESTMENT MANAGEMENT INC |
| Q2 2025 | 7/18/2025 | 95 | 258,391 | 13F-HR | MONTGOMERY INVESTMENT MANAGEMENT INC |
| Q2 2014 | 7/29/2014 | 65 | 130,873 | 13F-HR | MONTGOMERY INVESTMENT MANAGEMENT INC |
| Q1 2014 | 4/28/2014 | 64 | 123,161 | 13F-HR | MONTGOMERY INVESTMENT MANAGEMENT INC |
| Q4 2013 | 1/23/2014 | 64 | 122,726 | 13F-HR | MONTGOMERY INVESTMENT MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 309.8 K | 94.0% | 31.54 K | 0 | 31.54 K |
| ETFs | 19.69 K | 6.0% | 4.891 K | 0 | 4.891 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
329,513
Holdings
108
QoQ value change ($000)
36,419
(12.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.