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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
2024-12-31 $223k 1.0k 219.83
2024-09-30 $218k 985 221.08

More positions owned by Consilio Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Apple (AAPL)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Consilio Wealth Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Amundi
Ubs Global Asset Management Americas
Ameriprise Financial
Charles Schwab Investment Management
Goldman Sachs Group
Royal Bank of Canada

View all funds holding International Business Machines