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International Business Machines shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $359k 2.7k 133.81
2023-03-31 $364k 2.8k 131.09
2022-12-31 $561k 4.0k 140.87
2022-09-30 $513k 4.3k 118.81
2022-06-30 $745k 5.3k 141.13
2022-03-31 $685k 5.3k 130.10
2021-12-31 $768k 5.7k 133.59
2021-09-30 $752k 5.4k 138.95
2021-06-30 $768k 5.2k 146.51
2021-03-31 $686k 5.1k 133.33
2020-12-31 $649k 5.2k 125.97
2020-09-30 $646k 5.3k 121.70
2020-06-30 $718k 5.9k 120.81
2020-03-31 $656k 5.9k 110.89
2019-12-31 $545k 4.1k 134.04
2019-09-30 $615k 4.2k 145.49
2019-06-30 $2.4M 17k 137.90
2019-03-31 $2.6M 18k 141.09
2018-12-31 $1.9M 17k 113.70
2018-09-30 $2.5M 16k 151.21
2018-06-30 $2.2M 16k 139.71
2018-03-31 $2.4M 16k 153.45
2017-12-31 $2.4M 15k 153.44
2017-09-30 $2.3M 16k 145.08
2017-06-30 $633k 4.1k 153.79
2017-03-31 $745k 4.3k 174.23
2016-12-31 $660k 4.0k 165.91
2016-09-30 $514k 3.2k 158.79
2016-06-30 $583k 3.8k 151.86
2016-03-31 $505k 3.3k 151.42

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

Top funds holding International Business Machines

Vanguard Group
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Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Goldman Sachs Group
CalPERS

View all funds holding International Business Machines