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International Business Machines shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.4M 17k 140.30
2023-06-30 $2.0M 15k 133.81
2023-03-31 $1.9M 14k 131.09
2022-12-31 $3.4M 24k 140.89
2022-09-30 $2.7M 23k 118.80
2022-06-30 $2.5M 18k 141.19
2022-03-31 $2.2M 17k 130.08
2021-12-31 $2.0M 15k 133.68
2021-09-30 $2.0M 14k 138.93
2021-06-30 $2.1M 15k 146.60
2020-12-31 $1.6M 13k 125.87
2020-06-30 $706k 5.8k 120.83
2019-12-31 $584k 4.4k 134.10
2019-09-30 $574k 3.9k 145.39
2019-06-30 $542k 3.9k 137.81
2019-03-31 $326k 2.3k 140.94
2017-09-30 $216k 1.5k 144.77
2017-06-30 $222k 1.4k 153.85
2017-03-31 $234k 1.3k 174.37
2016-09-30 $383k 2.4k 158.79
2016-06-30 $314k 2.1k 151.84
2016-03-31 $319k 2.1k 151.54
2015-12-31 $357k 2.6k 137.47
2015-09-30 $2.9M 20k 144.96
2015-06-30 $2.8M 17k 162.61
2015-03-31 $2.6M 16k 160.47
2014-12-31 $2.2M 14k 160.44
2014-09-30 $2.5M 13k 189.81
2014-06-30 $2.3M 13k 181.27
2014-03-31 $173k 900 192.22
2013-12-31 $110k 586 187.71
2013-09-30 $39k 209 186.60
2013-06-30 $47k 247 190.28

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment 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
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