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HSBC Holdings shares owned by BKM Wealth Management

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $627k 14k 45.19
2024-06-30 $514k 6.7k 76.55
2024-03-31 $509k 13k 39.36
2023-12-31 $365k 9.0k 40.54

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding HSBC Holdings

Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Sanders Capital
BlackRock
BlackRock
Citadel Advisors
Northern Trust
Royal Bank of Canada
American Century Companies
Cookson, Peirce & Co
Susquehanna International
Crossmark Global Holdings
Natixis Asset Management Advisors

View all funds holding HSBC Holdings