WITTENBERG INVESTMENT MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$255M
Signature - Title
Joel B. Wittenberg - President
Location
Carlisle, MA
Summary
This page shows a list of all the recent 13F filings made by WITTENBERG INVESTMENT MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WITTENBERG INVESTMENT MANAGEMENT, INC. reported 74 stock holdings with total value $255M as of Q4 2024. Top holdings included BRKB, AAPL, SIRI, GOOG, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 74 $255M +$4.43M -$67.2M -$62.8M BRKB, AAPL, SIRI, GOOG, GOOGL 13F-HR 2/12/2025, 08:25 PM
Q3 2024 80 $305M +$35.3M -$39.7M -$4.44M BRKB, AAPL, SIRI, GOOGL, GOOG 13F-HR 11/12/2024, 08:48 PM
Q2 2024 81 $294M +$14.5M -$18.8M -$4.31M BRKB, AAPL, GOOGL, GOOG, LSXMA 13F-HR 8/13/2024, 06:48 PM
Q1 2024 82 $293M +$11M -$23.9M -$12.9M BRKB, AAPL, GOOGL, GOOG, LSXMA 13F-HR 5/3/2024, 03:02 PM
Q4 2023 80 $288M +$18.7M -$27.8M -$9.16M BRKB, AAPL, GOOG, GOOGL, LSXMA 13F-HR 2/13/2024, 03:58 PM
Q3 2023 83 $273M +$27.1M -$24.9M +$2.24M BRKB, AAPL, GOOG, GOOGL, LSXMA Restatement 2/9/2024, 09:06 AM
Q2 2023 86 $276M +$1.98M -$21.2M -$19.2M BRKB, AAPL, GOOG, GOOGL, WFC Restatement 2/9/2024, 08:59 AM
Q1 2023 87 $269M +$10.5M -$3.59M +$6.93M BRKB, AAPL, GOOG, GOOGL, WFC Restatement 2/9/2024, 08:56 AM
Q4 2022 83 $246M +$11.3M -$14.8M -$3.55M BRKB, AAPL, GOOG, GOOGL, WFC Restatement 2/9/2024, 08:52 AM
Q3 2022 84 $235M +$40.6M -$5M +$35.6M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 11/14/2022, 02:34 PM
Q2 2022 84 $237M +$43.9M -$1.46M +$42.4M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 8/15/2022, 03:11 PM
Q1 2022 78 $262M +$6.83M -$21.6M -$14.8M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 5/16/2022, 01:05 PM
Q4 2021 78 $275M +$11.2M -$16.4M -$5.19M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 2/14/2022, 08:29 AM
Q3 2021 77 $260M +$10.8M -$694K +$10.1M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 11/5/2021, 11:14 AM
Q2 2021 74 $248M +$15.5M -$7.24M +$8.27M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 8/12/2021, 09:11 AM
Q1 2021 71 $218M +$2.5M -$18.3M -$15.8M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 5/14/2021, 12:19 PM
Q4 2020 70 $205M +$4M -$19.7M -$15.7M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 2/12/2021, 12:59 PM
Q3 2020 71 $186M +$22.6M -$7.69M +$14.9M BRKB, AAPL, GOOG, WFC, GOOGL 13F-HR 11/12/2020, 10:05 AM
Q2 2020 71 $179M +$3.33M -$29.6M -$26.2M BRKB, AAPL, WFC, GOOG, GOOGL 13F-HR 8/7/2020, 08:23 PM
Q1 2020 73 $182M +$24.6M -$17.2M +$7.38M BRKB, AAPL, WFC, GOOG, GOOGL 13F-HR 5/14/2020, 01:45 PM
Q4 2019 81 $258M +$7.21M -$7.27M -$64.3K BRKB, AAPL, WFC, GOOG, GOOGL 13F-HR 2/14/2020, 10:38 AM
Q3 2019 76 $229M +$14.6M -$15.8M -$1.11M BRKB, AAPL, WFC, GOOG, GOOGL 13F-HR 11/13/2019, 06:03 PM
Q2 2019 80 $234M +$7.16M -$6.04M +$1.12M BRKB, AAPL, GOOG, WFC, GOOGL 13F-HR 7/23/2019, 09:02 PM
Q1 2019 80 $236M +$8.02M -$4.09M +$3.93M BRKB, AAPL, GOOG, WFC, GOOGL 13F-HR 5/14/2019, 01:41 PM
Q4 2018 81 $212M +$30.5M -$1.94M +$28.5M BRKB, AAPL, GOOG, WFC, RDI 13F-HR 2/12/2019, 12:09 PM
Q3 2018 78 $244M +$9.26M -$17.1M -$7.82M BRKB, AAPL, GOOG, WFCWS, GOOGL 13F-HR 11/13/2018, 12:35 PM
Q2 2018 76 $236M +$8.69M -$5.92M +$2.77M BRKB, AAPL, WFCWS, GOOG, GOOGL 13F-HR 7/31/2018, 08:08 AM
Q1 2018 78 $231M +$17.2M -$17.2M -$21.1K BRKB, AAPL, WFCWS, GOOG, NYRT 13F-HR 5/14/2018, 11:55 AM
Q4 2017 79 $230M +$8.77M -$12.9M -$4.1M BRKB, AAPL, WFCWS, GOOG, RDI 13F-HR 2/12/2018, 11:45 AM
Q3 2017 80 $232M +$10.9M -$5.78M +$5.09M BRKB, AAPL, NYRT, WFCWS, GOOG 13F-HR 11/13/2017, 02:23 PM
Q2 2017 77 $220M +$16.4M -$4.59M +$11.8M BRKB, AAPL, WFCWS, NYRT, GOOG 13F-HR 8/10/2017, 06:21 PM
Q1 2017 72 $207M +$4.12M -$20.8M -$16.7M BRKB, AAPL, WFCWS, GOOG, RDI 13F-HR 5/12/2017, 11:50 AM
Q4 2016 77 $219M BRKB, AAPL, WFCWS, RDI, GOOG 13F-HR 2/13/2017, 10:44 AM