0001272544-23-000004.txt : 20231027 0001272544-23-000004.hdr.sgml : 20231027 20231027165343 ACCESSION NUMBER: 0001272544-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231027 DATE AS OF CHANGE: 20231027 EFFECTIVENESS DATE: 20231027 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MONTGOMERY INVESTMENT MANAGEMENT INC CENTRAL INDEX KEY: 0001272544 IRS NUMBER: 521513769 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10668 FILM NUMBER: 231356156 BUSINESS ADDRESS: STREET 1: 6229 EXECUTIVE BOULEVARD CITY: ROCKVILLE STATE: MD ZIP: 20852 BUSINESS PHONE: 3018979700 MAIL ADDRESS: STREET 1: 6229 EXECUTIVE BOULEVARD CITY: ROCKVILLE STATE: MD ZIP: 20852 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001272544 XXXXXXXX 09-30-2023 09-30-2023 MONTGOMERY INVESTMENT MANAGEMENT INC

6229 EXECUTIVE BOULEVARD ROCKVILLE MD 20852

13F HOLDINGS REPORT 028-10668 000105417 801-30150 N Elaine Schuler 301-897-9700 Elaine Schuler Rockville MD 10-27-2023 1 142 290155429 false 2 0001026013 028-16553 000706385 KOONCE CALVIN SCOTT INFORMATION TABLE 2 MIM13F093023.xml ABBOTT LABS COM 002824100 1583255 16348 SH DFND 0 9948 0 6400 ABBOTT LABS COM 002824100 232440 2400 SH OTR 2 2400 0 0 ABBVIE INC COM 00287Y109 1969604 13214 SH DFND 0 7614 0 5600 ABBVIE INC COM 00287Y109 357744 2400 SH OTR 2 2400 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 463941 4149 SH DFND 0 3463 0 686 AGILENT TECHNOLOGIES INC COM 00846U101 223640 2000 SH OTR 2 2000 0 0 ALPHABET INC CAP STK CL A 02079K305 222462 1700 SH DFND 0 1700 0 0 AMAZON COM INC COM 023135106 292376 2300 SH DFND 0 2300 0 0 APA CORPORATION COM 03743Q108 272123 6621 SH DFND 0 6621 0 0 APPLE INC COM 037833100 10115087 59080 SH DFND 0 48040 0 11040 APPLE INC COM 037833100 941655 5500 SH OTR 2 5500 0 0 ARISTA NETWORKS INC COM 040413106 257502 1400 SH DFND 0 1400 0 0 BAKER HUGHES COMPANY CL 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