Montgomery Investment Management’s Agilent Technologies A Stock Holding History

Montgomery Investment Management’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$551K	Hold	4,149	–	–	0.17%	73
2026 Q1	$473K	Hold	4,149	–	–	0.16%	78
2025 Q4	$565K	Hold	4,149	–	–	0.2%	65
2025 Q3	$533K	Hold	4,149	–	–	0.19%	65
2025 Q2	$490K	Hold	4,149	–	–	0.19%	66
2025 Q1	$485K	Hold	4,149	–	–	0.19%	61
2024 Q4	$557K	Hold	4,149	–	–	0.22%	57
2024 Q3	$616K	Hold	4,149	–	–	0.22%	52
2024 Q2	$538K	Hold	4,149	–	–	0.21%	55
2024 Q1	$604K	Sell	4,149 -2,000	-33%	-$274K	0.23%	51
2023 Q4	$855K	Hold	6,149	–	–	0.26%	47
2023 Q3	$688K	Hold	6,149	–	–	0.24%	53
2023 Q2	$739K	Hold	6,149	–	–	0.25%	49
2023 Q1	$851K	Sell	6,149 -100	-2%	-$14.6K	0.3%	46
2022 Q4	$935K	Hold	6,249	–	–	0.33%	45
2022 Q3	$759K	Hold	6,249	–	–	0.31%	47
2022 Q2	$743K	Hold	6,249	–	–	0.3%	48
2022 Q1	$827K	Sell	6,249 -225	-3%	-$31K	0.28%	49
2021 Q4	$1.03M	Hold	6,474	–	–	0.35%	46
2021 Q3	$1.02M	Hold	6,474	–	–	0.38%	45
2021 Q2	$957K	Hold	6,474	–	–	0.35%	45
2021 Q1	$823K	Hold	6,474	–	–	0.32%	49
2020 Q4	$767K	Hold	6,474	–	–	0.35%	46
2020 Q3	$654K	Sell	6,474 -200	-3%	-$19.3K	0.34%	45
2020 Q2	$589K	Sell	6,674 -240	-3%	-$19.7K	0.32%	49
2020 Q1	$495K	Hold	6,914	–	–	0.32%	51
2019 Q4	$590K	Buy	6,914 +510	+8%	+$40.1K	0.24%	60
2019 Q3	$491K	Hold	6,404	–	–	0.21%	64
2019 Q2	$478K	Hold	6,404	–	–	0.21%	63
2019 Q1	$515K	Hold	6,404	–	–	0.23%	63
2018 Q4	$432K	Hold	6,404	–	–	0.22%	64
2018 Q3	$452K	Hold	6,404	–	–	0.19%	72
2018 Q2	$396K	Hold	6,404	–	–	0.16%	72
2018 Q1	$428K	Hold	6,404	–	–	0.18%	69
2017 Q4	$428K	Hold	6,404	–	–	0.17%	71
2017 Q3	$411K	Hold	6,404	–	–	0.18%	69
2017 Q2	$380K	Hold	6,404	–	–	0.17%	71
2017 Q1	$339K	Hold	6,404	–	–	0.15%	82
2016 Q4	$292K	Sell	6,404 -610	-9%	-$27.7K	0.13%	86
2016 Q3	$330K	Hold	7,014	–	–	0.15%	79
2016 Q2	$311K	Hold	7,014	–	–	0.15%	80
2016 Q1	$279K	Hold	7,014	–	–	0.16%	71
2015 Q4	$293K	Hold	7,014	–	–	0.17%	69
2015 Q3	$241K	Hold	7,014	–	–	0.14%	66
2015 Q2	$270K	Hold	7,014	–	–	0.14%	68
2015 Q1	$291K	Hold	7,014	–	–	0.15%	68
2014 Q4	$287K	Buy	7,014 +1,446	+26%	+$58.3K	0.14%	70
2014 Q3	$227K	Buy	+5,568	New	+$227K	0.16%	65

Other funds holding A

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Montgomery Investment Management's A Position: Q2 2026 in Review

Montgomery Investment Management held its Agilent Technologies (A) position steady in Q2 2026 at 4,149 shares worth $551K. The position accounts for 0.17% of the portfolio, ranked #73.

Montgomery Investment Management first reported a position in A in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.03M in Q4 2021. 116 funds tracked by Wall St. Rank hold A as of Q2 2026.

Montgomery Investment Management held 4,149 shares of Agilent Technologies worth $551K as of Q2 2026.
Montgomery Investment Management left its Agilent Technologies share count unchanged in Q2 2026.
Agilent Technologies made up 0.17% of Montgomery Investment Management's portfolio in Q2 2026, its #73 holding.
Montgomery Investment Management first reported a position in Agilent Technologies in Q3 2014 and has held it in 48 quarters since.
Montgomery Investment Management's Agilent Technologies position peaked at $1.03M in Q4 2021.
116 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.