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International Business Machines shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 19k 190.96
2023-12-31 $3.0M 18k 163.55
2023-09-30 $2.5M 18k 140.30
2023-06-30 $2.3M 17k 133.81
2023-03-31 $1.9M 14k 131.09
2022-12-31 $2.2M 16k 140.89
2022-09-30 $2.1M 16k 138.33
2022-06-30 $2.0M 14k 141.19
2022-03-31 $1.3M 10k 129.99
2021-12-31 $612k 4.6k 133.74

More positions owned by Lifeworks Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Mbs Etf (MBB)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Johnson & Johnson (JNJ)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Otis Worldwide Corp (OTIS)
Eli Lilly & Co. (LLY)
Campbell Soup Company (CPB)

View all positions for Lifeworks Advisors

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