International Business Machines shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in International Business Machines
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All positions including International Business Machines held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in International Business Machines by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 1.2k | 282.10 |
| 2025-06-30 | $353k | 1.2k | 294.66 |
| 2025-03-31 | $296k | 1.2k | 248.75 |
| 2024-12-31 | $310k | 1.4k | 219.83 |
| 2024-09-30 | $731k | 3.3k | 221.10 |
| 2024-06-30 | $544k | 3.1k | 172.96 |
| 2024-03-31 | $634k | 3.3k | 190.98 |
| 2023-09-30 | $465k | 3.3k | 140.31 |
| 2023-06-30 | $419k | 3.1k | 133.81 |
| 2023-03-31 | $414k | 3.2k | 131.07 |
| 2022-12-31 | $444k | 3.2k | 140.87 |
| 2022-09-30 | $374k | 3.1k | 118.92 |
| 2022-06-30 | $297k | 2.1k | 141.29 |
| 2022-03-31 | $273k | 2.1k | 130.25 |
| 2021-12-31 | $413k | 3.1k | 133.61 |
| 2021-09-30 | $291k | 2.1k | 138.57 |
| 2021-06-30 | $276k | 1.9k | 146.26 |
| 2021-03-31 | $274k | 1.9k | 145.44 |
| 2020-12-31 | $71k | 567 | 125.22 |
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