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International Business Machines shares owned by Caldwell Trust

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in International Business Machines

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All positions including International Business Machines held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 18k 282.16
2021-12-31 $2.4M 18k 133.66
2021-09-30 $2.9M 21k 138.93
2021-06-30 $3.2M 22k 146.59
2021-03-31 $2.8M 21k 133.26
2020-12-31 $2.6M 21k 125.88
2020-09-30 $3.8M 31k 121.67
2020-06-30 $3.0M 25k 120.77
2020-03-31 $2.9M 26k 110.93
2019-12-31 $3.7M 27k 134.04

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management
FMR
Goldman Sachs Group

View all funds holding International Business Machines