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International Business Machines shares owned by Private Ocean

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

Historical chart of Private Ocean investment in International Business Machines

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

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Quarterly reported holdings in International Business Machines by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 1.3k 190.92
2023-12-31 $210k 1.3k 163.60
2023-09-30 $180k 1.3k 140.25
2023-06-30 $171k 1.3k 133.84
2023-03-31 $179k 1.4k 131.09
2022-12-31 $189k 1.3k 140.81
2022-09-30 $158k 1.3k 118.18
2022-06-30 $258k 1.8k 140.75
2022-03-31 $173k 1.3k 130.27
2021-12-31 $177k 1.3k 133.79
2021-09-30 $194k 1.4k 139.07
2021-06-30 $204k 1.4k 146.66
2021-03-31 $197k 1.5k 133.47
2020-12-31 $205k 1.6k 125.84
2020-09-30 $233k 1.9k 121.73
2020-06-30 $244k 2.0k 120.43
2020-03-31 $158k 1.4k 110.96
2019-12-31 $110k 814 135.14
2019-09-30 $250k 1.7k 145.69
2019-06-30 $236k 1.7k 137.53
2019-03-31 $160k 1.1k 140.97
2018-12-31 $215k 1.9k 113.70
2018-09-30 $389k 2.6k 151.24
2018-06-30 $370k 2.6k 139.83
2018-03-31 $405k 2.6k 153.06
2017-12-31 $307k 2.0k 153.65
2017-09-30 $219k 1.5k 145.23
2017-06-30 $232k 1.5k 153.85
2017-03-31 $318k 1.8k 174.34
2016-12-31 $303k 1.8k 166.12
2016-09-30 $396k 2.5k 158.72
2016-06-30 $285k 1.9k 151.68
2016-03-31 $285k 1.9k 151.68
2015-12-31 $259k 1.9k 137.84
2015-09-30 $301k 2.0k 152.10
2015-06-30 $322k 2.0k 162.71
2015-03-31 $318k 2.0k 160.69
2014-12-31 $470k 2.9k 160.46
2014-09-30 $418k 2.2k 189.91
2014-06-30 $405k 2.2k 181.45
2014-03-31 $603k 3.1k 192.53
2013-12-31 $437k 2.3k 187.39

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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