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International Business Machines shares owned by Burt Wealth Advisors

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

Historical chart of Burt Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 6.0k 221.07
2024-06-30 $1.0M 6.0k 172.95
2024-03-31 $1.2M 6.2k 190.97
2023-12-31 $981k 6.0k 163.55
2023-09-30 $841k 6.0k 140.30
2023-06-30 $802k 6.0k 133.81
2023-03-31 $786k 6.0k 131.08
2022-12-31 $843k 6.0k 140.88
2022-09-30 $651k 5.5k 118.80
2022-06-30 $655k 4.6k 141.22
2022-03-31 $602k 4.6k 129.94
2021-12-31 $619k 4.6k 133.72
2021-09-30 $642k 4.6k 138.84
2021-06-30 $677k 4.6k 146.66
2021-03-31 $615k 4.6k 133.32
2020-12-31 $609k 4.8k 125.83
2020-09-30 $588k 4.8k 121.61
2020-06-30 $596k 4.9k 120.67
2020-03-31 $547k 4.9k 111.02
2019-12-31 $660k 4.9k 134.06
2019-09-30 $721k 5.0k 145.39
2019-06-30 $685k 5.0k 137.80
2019-03-31 $701k 5.0k 141.13
2018-12-31 $564k 5.0k 113.62
2018-09-30 $857k 5.7k 151.23
2018-06-30 $838k 6.0k 139.71
2018-03-31 $936k 6.1k 153.37
2017-12-31 $942k 6.1k 153.45
2017-09-30 $875k 6.0k 145.01
2017-06-30 $987k 6.4k 153.71
2017-03-31 $1.3M 7.6k 174.12
2016-12-31 $937k 5.6k 165.99
2016-09-30 $896k 5.6k 158.84
2016-06-30 $863k 5.7k 151.72
2016-03-31 $122k 6.0k 20.33
2015-12-31 $818k 6.0k 137.48
2015-09-30 $953k 6.6k 144.83
2015-06-30 $939k 5.8k 162.57
2015-03-31 $927k 5.8k 160.49
2014-12-31 $936k 5.8k 160.41

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View all positions for Burt Wealth Advisors

Top funds holding International Business Machines

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Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
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CalPERS

View all funds holding International Business Machines