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International Business Machines shares owned by Castle Wealth Management

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

Historical chart of Castle Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Castle 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 Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 798 282.17
2025-06-30 $250k 848 294.79
2025-03-31 $211k 847 248.67
2023-06-30 $266k 2.0k 133.80
2023-03-31 $293k 2.2k 131.12
2022-12-31 $256k 1.8k 140.87
2022-09-30 $209k 1.8k 118.68
2022-06-30 $248k 1.8k 141.23