Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

International Business Machines shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in International Business Machines

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All positions including International Business Machines held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 1.4k 190.92
2023-09-30 $607k 4.3k 140.31
2023-06-30 $572k 4.3k 133.83
2023-03-31 $558k 4.3k 131.11
2022-12-31 $605k 4.3k 140.91
2022-09-30 $576k 4.8k 118.86
2022-06-30 $686k 4.9k 141.21
2022-03-31 $221k 1.7k 129.69
2021-12-31 $225k 1.7k 133.85
2021-09-30 $3.5M 25k 138.96
2021-06-30 $3.5M 24k 147.72
2021-03-31 $1.8M 14k 133.38
2020-12-31 $1.7M 14k 125.85
2019-12-31 $222k 1.7k 134.06
2019-09-30 $241k 1.7k 145.53
2018-09-30 $226k 1.5k 150.97
2018-06-30 $1.5M 11k 139.73
2018-03-31 $1.5M 10k 153.44
2017-12-31 $314k 2.0k 153.62
2017-09-30 $299k 2.1k 145.15
2017-06-30 $348k 2.3k 153.98
2017-03-31 $388k 2.2k 173.99
2016-12-31 $304k 1.8k 165.76
2016-09-30 $287k 1.8k 158.74
2016-06-30 $252k 1.7k 151.90
2016-03-31 $297k 2.0k 151.61
2015-12-31 $281k 2.0k 137.61
2015-09-30 $409k 2.8k 145.14
2015-06-30 $514k 3.2k 162.81
2015-03-31 $442k 2.8k 160.61
2014-12-31 $433k 2.7k 160.61
2014-09-30 $515k 2.7k 189.90
2014-06-30 $507k 2.8k 181.40
2014-03-31 $557k 2.9k 192.40
2013-12-31 $295k 1.6k 187.78
2013-09-30 $356k 1.9k 185.42
2013-06-30 $352k 1.8k 191.41

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding International Business Machines

Vanguard Group
Bank of America Corporation
Bank of New York Mellon
Amundi
Jpmorgan Chase & Co
Legal & General Group
Charles Schwab Investment Management
Goldman Sachs Group
Norges Bank Investment Management
CalPERS
Royal Bank of Canada
Ubs Global Asset Management Americas
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company

View all funds holding International Business Machines