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International Business Machines shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $13k 100 127.88
2023-09-30 $13k 100 127.88
2023-06-30 $13k 100 127.88
2023-03-31 $13k 100 127.88
2022-12-31 $13k 100 127.88
2022-09-30 $13k 100 130.00
2022-06-30 $13k 100 130.00
2022-03-31 $13k 100 130.00
2021-12-31 $13k 100 130.00
2021-09-30 $14k 100 140.00
2021-06-30 $15k 100 150.00
2021-03-31 $13k 100 130.00
2020-12-31 $13k 100 130.00
2020-09-30 $12k 100 120.00
2020-06-30 $12k 100 120.00
2020-03-31 $11k 100 110.00
2019-12-31 $13k 100 130.00
2019-09-30 $15k 100 150.00
2019-06-30 $14k 100 140.00
2019-03-31 $14k 100 140.00
2018-12-31 $11k 100 110.00
2018-09-30 $94k 619 151.86
2018-06-30 $51k 364 140.11
2018-03-31 $41k 264 155.30
2017-12-31 $41k 264 155.30
2017-09-30 $38k 264 143.94
2017-06-30 $41k 264 155.30
2017-03-31 $220k 1.3k 173.91
2016-12-31 $127k 764 166.23
2016-09-30 $42k 264 159.09
2016-06-30 $6.0k 41 146.34
2015-09-30 $13k 90 144.44
2014-12-31 $16k 100 160.00
2014-09-30 $19k 100 190.00
2014-06-30 $18k 100 180.00
2014-03-31 $593k 3.1k 192.59

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Abbott Laboratories (ABT)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Smucker J M Com New (SJM)
Mondelez Intl Cl A (MDLZ)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Constellation Brands Cl A (STZ)

View all positions for Mark Sheptoff Financial Planning

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