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International Business Machines shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $43k 223 190.96
2023-12-31 $67k 407 163.63
2023-09-30 $35k 250 140.30
2023-06-30 $34k 256 133.81
2023-03-31 $34k 256 131.09
2022-12-31 $36k 256 140.89
2022-09-30 $35k 297 117.85
2022-06-30 $43k 308 139.61
2022-03-31 $40k 308 129.87
2021-12-31 $41k 308 133.12

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

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

View all funds holding International Business Machines