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MONTGOMERY INVESTMENT MANAGEMENT INC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTGOMERY INVESTMENT MANAGEMENT INC on MSFT, newest first. How the timeline and the estimate are built.

MONTGOMERY INVESTMENT MANAGEMENT INC held 12,677 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,677 shares
    Change vs previous 13F +1 shares

    1.44% of the 13F portfolio, value $4,728,883.

    13F-HR 0001272544-26-000003 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,676 shares
    Change vs previous 13F +621 shares

    1.6% of the 13F portfolio, value $4,692,322.

    13F-HR 0001272544-26-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,055 shares
    Change vs previous 13F 0 shares

    2.1% of the 13F portfolio, value $5,830,039.

    13F-HR 0001272544-26-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,055 shares
    Change vs previous 13F +100 shares

    2.2% of the 13F portfolio, value $6,243,887.

    13F-HR 0001272544-25-000008 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,955 shares
    Change vs previous 13F -1,300 shares

    2.3% of the 13F portfolio, value $5,946,537.

    13F-HR 0001272544-25-000006 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,255 shares
    Change vs previous 13F -200 shares

    1.98% of the 13F portfolio, value $4,975,794.

    13F-HR 0001272544-25-000002 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,455 shares
    Change vs previous 13F 0 shares

    2.23% of the 13F portfolio, value $5,671,283.

    13F-HR 0001272544-25-000001 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,455 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $5,789,687.

    13F-HR 0001272544-24-000007 filed by MONTGOMERY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).