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International Business Machines shares owned by Consilio Wealth Advisors

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

Historical chart of Consilio Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Consilio 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 Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 1.2k 282.16
2025-06-30 $336k 1.2k 289.70
2025-03-31 $277k 1.1k 248.66
2024-12-31 $223k 1.0k 219.83
2024-09-30 $218k 985 221.08

More positions owned by Consilio Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Amazon Stock (AMZN)
Qqq - Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Total World Stock Etf Etf (VT)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Etf Etf (IWB)
Zroz - Pimco 25 Year Zero Coupon Us Treasury Index Etf Etf (ZROZ)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Efg - Ishares Msci Eafe Growth Etf Etf (EFG)

View all positions for Consilio Wealth Advisors

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