MAI Wealth Advisors »

International Business Machines shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in International Business Machines by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 31k 163.55
2023-09-30 $4.2M 30k 140.30
2023-06-30 $3.8M 29k 133.81
2023-03-31 $4.3M 33k 131.09
2022-12-31 $4.4M 32k 140.89
2022-09-30 $3.6M 30k 118.80
2022-06-30 $4.3M 30k 141.18
2022-03-31 $3.5M 27k 130.01
2021-12-31 $3.8M 28k 133.67
2021-09-30 $4.3M 31k 138.92
2021-06-30 $4.3M 30k 146.60
2021-03-31 $3.8M 29k 133.25
2020-12-31 $3.8M 30k 125.88
2020-09-30 $2.8M 23k 121.68
2020-06-30 $3.0M 25k 120.76
2020-03-31 $2.8M 25k 110.95
2019-12-31 $3.5M 26k 134.02
2019-09-30 $1.7M 12k 145.43
2019-06-30 $1.4M 11k 137.92
2019-03-31 $1.4M 10k 141.06
2018-12-31 $1.1M 9.8k 113.66
2018-09-30 $1.5M 10k 151.20
2018-06-30 $1.4M 10k 139.70
2018-03-31 $1.8M 12k 153.43
2017-12-31 $1.8M 12k 153.41
2017-09-30 $1.6M 11k 145.11
2017-06-30 $1.7M 11k 153.82
2017-03-31 $1.9M 11k 174.11
2016-12-31 $1.8M 11k 166.01
2016-09-30 $1.7M 11k 158.88
2016-06-30 $1.5M 10k 151.77
2016-03-31 $1.5M 10k 151.40
2015-12-31 $1.3M 9.1k 137.64
2015-09-30 $1.5M 10k 144.96
2015-06-30 $1.7M 11k 162.64
2015-03-31 $1.7M 11k 160.52
2014-12-31 $1.8M 11k 160.41
2014-09-30 $2.2M 12k 181.25
2014-06-30 $2.2M 12k 181.25
2014-03-31 $3.1M 16k 192.47
2013-12-31 $12M 65k 187.57
2013-09-30 $11M 61k 185.17
2013-06-30 $11M 56k 191.11
2013-03-31 $11M 53k 213.30
2012-12-31 $9.9M 52k 191.55
2012-09-30 $11M 53k 207.46
2012-06-30 $10M 51k 195.58
2012-03-31 $10M 48k 208.65
2011-12-31 $8.8M 48k 183.88
2011-09-30 $7.7M 44k 174.86
2011-06-30 $3.8M 22k 171.55
2011-03-31 $3.6M 22k 163.09
2010-12-31 $3.2M 22k 146.76

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

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
CalPERS
Goldman Sachs Group
Norges Bank Investment Management
Royal Bank of Canada
Ubs Global Asset Management Americas
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company

View all funds holding International Business Machines