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International Business Machines shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $712k 4.1k 172.96
2024-03-31 $802k 4.2k 190.94
2023-12-31 $360k 2.2k 163.53
2023-09-30 $311k 2.2k 140.28
2023-06-30 $278k 2.1k 133.78
2023-03-31 $248k 1.9k 131.10

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Chevron Corporation (CVX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Cape Investment Advisory

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
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