0001272544-22-000002.txt : 20220502 0001272544-22-000002.hdr.sgml : 20220502 20220502134344 ACCESSION NUMBER: 0001272544-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 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: 22880898 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 13F-HR LIVE false true false 0001272544 XXXXXXXX 03-31-2022 03-31-2022 MONTGOMERY INVESTMENT MANAGEMENT INC

6229 EXECUTIVE BOULEVARD ROCKVILLE MD 20852

13F HOLDINGS REPORT 028-10668 N Elaine Schuler 301-897-9700 Elaine Schuler Rockville MD 05-02-2022 1 135 292116 false 2 0001026013 028-16553 KOONCE CALVIN SCOTT INFORMATION TABLE 2 MIM13F033122.xml ABBOTT LABS COM 002824100 2030 17150 SH DFND 01,02 10150 0 7000 ABBOTT LABS COM 002824100 284 2400 SH OTR 02 2400 0 0 ABBVIE INC COM 00287Y109 2381 14686 SH DFND 01,02 8486 0 6200 ABBVIE INC COM 00287Y109 389 2400 SH OTR 02 2400 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 562 4249 SH DFND 01,02 3563 0 686 AGILENT TECHNOLOGIES INC COM 00846U101 265 2000 SH OTR 02 2000 0 0 ALPHABET INC CAP STK CL A 02079K305 236 85 SH DFND 01,02 85 0 0 AMAZON COM INC COM 023135106 375 115 SH DFND 01,02 115 0 0 AMERICAN EXPRESS CO COM 025816109 220 1175 SH DFND 01,02 1175 0 0 APA CORPORATION COM 03743Q108 331 8006 SH DFND 01,02 8006 0 0 APPLE INC COM 037833100 10679 61160 SH DFND 01,02 48520 0 12640 APPLE INC COM 037833100 960 5500 SH OTR 02 5500 0 0 BAKER HUGHES COMPANY CL A 05722G100 513 14100 SH DFND 01,02 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