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	87	$276M	+$1.98M	-$21.2M	-$19.2M	BRKB, AAPL, GOOG, GOOGL, WFC	Restatement	2/9/2024, 08:59 AM
Q1 2023	88	$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	-$6.5M	+$34.1M	BRKB, AAPL, GOOG, GOOGL, WFC	13F-HR	11/14/2022, 03:34 PM
Q2 2022	84	$237M	+$43.9M	-$20M	+$23.9M	BRKB, AAPL, GOOG, GOOGL, WFC	13F-HR	8/15/2022, 03:11 PM
Q1 2022	81	$265M	+$6.86M	-$23.1M	-$16.3M	BRKB, AAPL, GOOG, GOOGL, WFC	13F-HR	5/16/2022, 01:05 PM
Q4 2021	78	$275M	+$11.2M	-$17.4M	-$6.13M	BRKB, AAPL, GOOG, GOOGL, WFC	13F-HR	2/14/2022, 09:29 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	71	$205M	+$4M	-$22.7M	-$18.7M	BRKB, AAPL, GOOG, GOOGL, WFC	13F-HR	2/12/2021, 01:59 PM
Q3 2020	72	$186M	+$22.6M	-$8.94M	+$13.6M	BRKB, AAPL, GOOG, WFC, GOOGL	13F-HR	11/12/2020, 11:05 AM
Q2 2020	73	$179M	+$3.33M	-$32.6M	-$29.3M	BRKB, AAPL, WFC, GOOG, GOOGL	13F-HR	8/7/2020, 08:23 PM
Q1 2020	75	$183M	+$24.6M	-$24.4M	+$233K	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, 11:38 AM
Q3 2019	77	$229M	+$14.6M	-$21.8M	-$7.17M	BRKB, AAPL, WFC, GOOG, GOOGL	13F-HR	11/13/2019, 07:03 PM
Q2 2019	80	$234M	+$7.16M	-$11.4M	-$4.26M	BRKB, AAPL, GOOG, WFC, GOOGL	13F-HR	7/23/2019, 09:02 PM
Q1 2019	80	$236M	+$8.02M	-$6.18M	+$1.84M	BRKB, AAPL, GOOG, WFC, GOOGL	13F-HR	5/14/2019, 01:41 PM
Q4 2018	81	$212M	+$30.5M	-$25.3M	+$5.15M	BRKB, AAPL, GOOG, WFC, RDI	13F-HR	2/12/2019, 01:09 PM
Q3 2018	78	$244M	+$9.26M	-$23M	-$13.8M	BRKB, AAPL, GOOG, WFCWS, GOOGL	13F-HR	11/13/2018, 01:35 PM
Q2 2018	78	$237M	+$8.71M	-$8.8M	-$93.6K	BRKB, AAPL, WFCWS, GOOG, GOOGL	13F-HR	7/31/2018, 08:08 AM
Q1 2018	79	$232M	+$17.2M	-$23.6M	-$6.4M	BRKB, AAPL, WFCWS, GOOG, NYRT	13F-HR	5/14/2018, 11:55 AM
Q4 2017	79	$230M	+$8.77M	-$19.6M	-$10.8M	BRKB, AAPL, WFCWS, GOOG, RDI	13F-HR	2/12/2018, 12:45 PM
Q3 2017	81	$232M	+$10.9M	-$6.51M	+$4.36M	BRKB, AAPL, NYRT, WFCWS, GOOG	13F-HR	11/13/2017, 03:23 PM
Q2 2017	78	$220M	+$16.4M	-$6.57M	+$9.83M	BRKB, AAPL, WFCWS, NYRT, GOOG	13F-HR	8/10/2017, 06:21 PM
Q1 2017	73	$207M	+$4.18M	-$23.2M	-$19M	BRKB, AAPL, WFCWS, GOOG, RDI	13F-HR	5/12/2017, 11:50 AM
Q4 2016	78	$220M	$0	$0		BRKB, AAPL, WFCWS, RDI, GOOG	13F-HR	2/13/2017, 11:44 AM

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