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International Business Machines shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 15k 221.09
2024-06-30 $2.5M 15k 172.95
2024-03-31 $8.0M 42k 190.96
2023-12-31 $7.1M 44k 163.55
2023-09-30 $5.2M 37k 140.30
2023-06-30 $1.8M 14k 133.81
2023-03-31 $5.3M 40k 131.09
2022-12-31 $5.2M 37k 140.89

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Active High Yl (YLD)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Cyndeo Wealth Partners

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