MONTGOMERY INVESTMENT MANAGEMENT INC quarter change: Foreign Stocks, Unchanged
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, MONTGOMERY INVESTMENT MANAGEMENT INC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was BHP (+$170,706); the largest decrease was BHP (+$170,706).
- BHP: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 16,150; Shares 2026-06-30 16,150.
Two Form 13F-HR filings compared (SEC CIK 1272544): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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