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International Business Machines shares owned by Creative Planning

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

Historical chart of Creative Planning investment in International Business Machines

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

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Quarterly reported holdings in International Business Machines by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $67M 301k 221.07
2024-06-30 $50M 286k 172.95
2024-03-31 $51M 269k 190.96
2023-12-31 $42M 258k 163.55
2023-09-30 $34M 243k 140.30
2023-06-30 $30M 226k 133.81
2023-03-31 $28M 216k 131.09
2022-12-31 $32M 225k 140.89
2022-09-30 $25M 212k 118.81
2022-06-30 $31M 218k 141.19
2022-03-31 $26M 198k 130.02
2021-12-31 $26M 191k 133.66
2021-09-30 $26M 185k 138.93
2021-06-30 $27M 187k 146.59
2021-03-31 $25M 189k 133.26
2020-12-31 $23M 185k 125.88
2020-09-30 $23M 191k 121.67
2020-06-30 $22M 183k 120.77
2020-03-31 $21M 189k 110.93
2019-12-31 $25M 185k 134.04
2019-09-30 $29M 197k 145.42
2019-06-30 $25M 183k 137.90
2019-03-31 $26M 184k 141.10
2018-12-31 $0 193k 0.00
2018-09-30 $761k 209k 3.64
2018-06-30 $546k 200k 2.73
2018-03-31 $0 193k 0.00
2017-12-31 $28M 183k 153.42
2017-09-30 $23M 155k 145.08
2017-06-30 $22M 144k 153.83
2017-03-31 $28M 158k 174.14
2016-12-31 $23M 140k 165.99
2016-09-30 $21M 130k 158.85
2016-06-30 $19M 125k 151.78
2016-03-31 $19M 124k 151.45
2015-12-31 $18M 130k 137.62
2015-09-30 $0 131k 0.00
2015-06-30 $21M 127k 162.66
2015-03-31 $20M 122k 160.50
2014-12-31 $19M 117k 160.44
2014-09-30 $22M 115k 189.83
2014-06-30 $19M 102k 181.27
2014-03-31 $17M 87k 192.49
2013-12-31 $18M 94k 187.57
2013-09-30 $15M 81k 185.18
2013-06-30 $13M 70k 191.10
2012-12-31 $11M 56k 191.55
2012-09-30 $11M 54k 207.46
2012-06-30 $8.5M 43k 195.58
2011-12-31 $4.6M 25k 183.89

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

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