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International Business Machines shares owned by A. Montag and Associates

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in International Business Machines

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All positions including International Business Machines held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 18k 163.55
2023-09-30 $2.5M 18k 140.30
2023-06-30 $2.8M 21k 133.81
2023-03-31 $2.7M 21k 131.09
2022-12-31 $2.9M 21k 140.89
2022-09-30 $2.5M 21k 118.83
2022-06-30 $2.9M 20k 141.20
2022-03-31 $2.7M 20k 130.03
2021-12-31 $2.6M 20k 133.67
2021-09-30 $3.1M 23k 138.95
2021-06-30 $4.2M 29k 146.58
2021-03-31 $3.8M 28k 133.26
2020-12-31 $3.8M 30k 125.87
2020-09-30 $3.5M 29k 121.67
2020-06-30 $3.5M 29k 120.76
2020-03-31 $3.2M 29k 110.93
2019-12-31 $3.5M 26k 134.02
2019-09-30 $4.0M 28k 145.42
2019-06-30 $3.9M 29k 137.89
2019-03-31 $4.9M 35k 141.09
2018-12-31 $4.1M 36k 113.66
2018-09-30 $5.6M 37k 151.21
2018-06-30 $5.1M 37k 139.71
2018-03-31 $5.6M 37k 153.43
2017-12-31 $5.7M 37k 153.42
2017-09-30 $6.0M 42k 145.07
2017-06-30 $6.5M 42k 153.84
2017-03-31 $7.5M 43k 174.15
2016-12-31 $7.3M 44k 165.98
2016-09-30 $7.0M 44k 158.85
2016-06-30 $6.6M 44k 151.78
2016-03-31 $6.6M 43k 151.45
2015-12-31 $5.9M 43k 137.62
2015-09-30 $6.2M 43k 144.97
2015-06-30 $7.2M 44k 162.67
2015-03-31 $7.2M 45k 160.51
2014-12-31 $7.2M 45k 160.43
2014-09-30 $8.5M 45k 189.83
2014-06-30 $8.5M 47k 181.27
2014-03-31 $10M 52k 192.49
2013-12-31 $8.2M 44k 187.57
2013-09-30 $9.2M 50k 185.18
2013-06-30 $9.4M 49k 191.10
2013-03-31 $8.8M 41k 213.31
2012-12-31 $8.1M 42k 191.55
2012-09-30 $8.9M 43k 207.46
2012-06-30 $8.5M 43k 195.57
2012-03-31 $9.5M 45k 208.66
2011-12-31 $8.8M 48k 183.89
2011-09-30 $8.5M 49k 174.86
2011-06-30 $8.7M 50k 171.55
2011-03-31 $8.1M 50k 163.07

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

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