International Business Machines shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in International Business Machines
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Quarterly reported holdings in International Business Machines by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $14M | 46k | 294.78 |
| 2025-03-31 | $9.8M | 40k | 248.66 |
| 2024-12-31 | $9.0M | 41k | 219.83 |
| 2024-09-30 | $7.8M | 35k | 221.08 |
| 2024-06-30 | $5.4M | 32k | 172.95 |
| 2024-03-31 | $5.4M | 28k | 190.96 |
| 2023-12-31 | $4.3M | 26k | 163.55 |
| 2023-09-30 | $3.7M | 27k | 140.30 |
| 2023-06-30 | $3.2M | 98k | 32.26 |
| 2023-03-31 | $2.7M | 118k | 23.13 |
| 2022-12-31 | $2.6M | 18k | 140.89 |
| 2022-09-30 | $2.3M | 20k | 118.81 |
| 2022-06-30 | $1.8M | 13k | 141.22 |
| 2022-03-31 | $1.5M | 12k | 130.05 |
| 2021-12-31 | $1.4M | 11k | 133.65 |
| 2021-09-30 | $1.5M | 6.4k | 231.11 |
| 2021-06-30 | $1.5M | 10k | 146.57 |
| 2021-03-31 | $1.1M | 8.5k | 133.26 |
| 2020-12-31 | $913k | 7.3k | 125.84 |
| 2020-06-30 | $899k | 7.4k | 120.74 |
| 2020-03-31 | $967k | 8.7k | 110.95 |
| 2019-12-31 | $1.3M | 9.4k | 134.02 |
| 2019-09-30 | $1.3M | 9.2k | 145.47 |
| 2019-06-30 | $1.2M | 8.5k | 137.87 |
| 2019-03-31 | $918k | 6.5k | 141.04 |
| 2018-12-31 | $812k | 7.1k | 113.71 |
| 2018-09-30 | $1.1M | 7.2k | 151.24 |
| 2018-06-30 | $1.1M | 8.0k | 139.72 |
| 2018-03-31 | $1.2M | 8.0k | 153.42 |
| 2017-12-31 | $1.1M | 7.0k | 153.47 |
| 2017-09-30 | $991k | 6.8k | 145.01 |
| 2017-06-30 | $1.3M | 8.6k | 153.81 |
| 2017-03-31 | $1.7M | 9.8k | 174.15 |
| 2016-12-31 | $1.6M | 9.7k | 163.43 |
| 2016-09-30 | $1.6M | 9.8k | 158.86 |
| 2016-06-30 | $1.4M | 9.3k | 151.73 |
| 2016-03-31 | $1.5M | 9.9k | 151.42 |
| 2015-12-31 | $1.0M | 7.5k | 137.55 |
| 2015-09-30 | $1.1M | 7.6k | 145.01 |
| 2015-06-30 | $1.1M | 7.0k | 162.66 |
| 2015-03-31 | $1.3M | 7.9k | 160.51 |
| 2014-12-31 | $954k | 5.9k | 160.39 |
| 2014-09-30 | $1.1M | 5.8k | 189.87 |
| 2014-06-30 | $1.2M | 6.6k | 181.22 |
| 2014-03-31 | $1.2M | 6.0k | 192.58 |
| 2013-12-31 | $1.1M | 6.0k | 187.60 |
| 2013-09-30 | $1.4M | 7.8k | 185.23 |
| 2013-06-30 | $1.4M | 7.3k | 191.13 |
| 2013-03-31 | $1.6M | 7.7k | 213.26 |
| 2012-09-30 | $1.3M | 6.4k | 207.47 |
| 2012-06-30 | $964k | 4.9k | 195.58 |
| 2012-03-31 | $968k | 4.6k | 208.62 |
| 2011-12-31 | $883k | 4.8k | 183.96 |
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