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International Business Machines shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 27k 163.55
2023-09-30 $3.8M 27k 140.30
2023-06-30 $3.6M 27k 133.81
2023-03-31 $3.2M 24k 131.09
2022-12-31 $3.7M 26k 140.89
2022-09-30 $2.3M 19k 118.83
2022-06-30 $2.5M 17k 141.17
2022-03-31 $2.2M 17k 129.99
2021-12-31 $2.3M 17k 133.68
2021-09-30 $2.6M 19k 138.93
2021-06-30 $2.8M 19k 146.59
2021-03-31 $2.2M 17k 133.25
2020-12-31 $1.8M 14k 125.87
2020-09-30 $2.2M 18k 121.67
2020-06-30 $2.2M 19k 120.75
2020-03-31 $2.0M 18k 110.94
2019-12-31 $2.3M 17k 134.05
2019-09-30 $2.0M 14k 145.42
2018-03-31 $334k 2.2k 153.35
2015-03-31 $211k 1.3k 160.70
2014-12-31 $338k 2.1k 160.57