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International Business Machines shares owned by Defined Financial Planning

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

Historical chart of Defined Financial Planning investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $437k 1.5k 289.46
2025-06-30 $442k 1.6k 282.70
2025-03-31 $388k 1.5k 250.34
2024-12-31 $310k 1.4k 219.83

More positions owned by Defined Financial Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Northern Trust
Norges Bank Investment Management
Goldman Sachs Group
Susquehanna International
Ubs Global Asset Management Americas
Bank of New York Mellon
Legal & General Group
Charles Schwab Investment Management
FMR

View all funds holding International Business Machines