Montgomery Investment Management Inc Reduced Holdings in Q1 2025

Montgomery Investment Management Inc

  • $240 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVR
Nvr Inc

Consumer Cyclical
-71
- 4.41%
$7062.02 - $8382.63 $501K - $595K
1.54K $11.1M
AAPL
Apple Inc.

Technology
-1.1K
- 2.08%
$209.68 - $247.1 $231K - $272K
51.9K $11.5M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-3.23K
- 6.62%
$65.73 - $93.93 $212K - $303K
45.6K $3.03M
CF
Cf Industries Holdings, Inc.

Basic Materials
-5K
- 9.02%
$75.03 - $97.25 $375K - $486K
50.4K $3.94M
TFC
Truist Financial Corp

Financial Services
-10
- -0.0%
$39.48 - $48.15 $395 - $482
332K $13.7M
MSFT
Microsoft Corp

Technology
-200
- 1.49%
$375.39 - $447.2 $75.1K - $89.4K
13.3K $4.98M
GIS
General Mills Inc

Consumer Defensive
-2.3K
- 2.04%
$57.56 - $65.3 $132K - $150K
110K $6.6M
MRK
Merck & Co., Inc.

Healthcare
-300
- 0.65%
$83.01 - $101.02 $24.9K - $30.3K
45.8K $4.11M
NEE
Nextera Energy Inc

Utilities
-4.9K
- 14.96%
$66.96 - $76.16 $328K - $373K
27.9K $1.97M
DAL
Delta Air Lines, Inc.

Industrials
-70
- 0.48%
$43.6 - $69.06 $3.05K - $4.83K
14.5K $632K
LOW
Lowes Companies Inc

Consumer Cyclical
-200
- 4.5%
$222.66 - $268.42 $44.5K - $53.7K
4.24K $988K
MDU
Mdu Resources Group Inc

Industrials
-3K
- 6.44%
$16.45 - $18.61 $49.4K - $55.8K
43.6K $736K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.44K
- 1.19%
$34.5 - $43.01 $49.7K - $61.9K
120K $4.53M
PFE
Pfizer Inc

Healthcare
-501
- 2.64%
$25.01 - $27.13 $12.5K - $13.6K
18.5K $468K
BHP
Bhp Group LTD

Basic Materials
-500
- 2.71%
$48.18 - $52.11 $24.1K - $26.1K
18K $871K
ENB
Enbridge Inc

Energy
-885
- 9.23%
$41.54 - $45.45 $36.8K - $40.2K
8.71K $385K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-704
- 6.48%
$7.01 - $7.34 $4.94K - $5.17K
10.2K $71K
Everus Constr Group
-1.13K
- 9.66%
N/A
10.5K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 8.65%
$442.66 - $534.52 $26.6K - $32.1K
634 $337K
IBM
International Business Machines Corp

Technology
-114
- 0.3%
$217.4 - $264.74 $24.8K - $30.2K
37.9K $9.42M
DE
Deere & CO

Industrials
-95
- 0.35%
$408.57 - $509.27 $38.8K - $48.4K
27.1K $12.7M
VSEC
Vse Corp

Industrials
-2.62K
- 1.71%
$90.47 - $125.62 $237K - $329K
150K $18M
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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