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International Business Machines shares owned by GoalVest Advisory

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $68k 358 190.96
2023-12-31 $16k 100 163.55
2023-09-30 $34k 240 140.30
2023-06-30 $80k 600 133.81
2022-06-30 $6.0k 40 150.00
2022-03-31 $1.0k 4 250.00

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Microsoft Corp Stock (MSFT)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

Top funds holding International Business Machines

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Northern Trust
Amundi
Bank of New York Mellon
Legal & General Group
Jpmorgan Chase & Co
Susquehanna International
Ameriprise Financial
Charles Schwab Investment Management
CalPERS
FMR

View all funds holding International Business Machines