Ellsworth Advisors »

International Business Machines shares owned by Ellsworth Advisors

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

Historical chart of Ellsworth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in International Business Machines by Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $346k 1.2k 280.65
2025-06-30 $324k 1.1k 294.73
2025-03-31 $272k 1.1k 248.69
2024-12-31 $239k 1.1k 219.89
2024-09-30 $239k 1.1k 220.98

More positions owned by Ellsworth Advisors

Spdr Gold Tr Gold Shs (GLD)
Celestica (CLS)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Harbor Etf Trust Harbor Commodity (HGER)
Advanced Micro Devices (AMD)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Amgen (AMGN)
Enterprise Products Partners (EPD)
Altria (MO)
Cisco Systems (CSCO)

View all positions for Ellsworth 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