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International Business Machines shares owned by Fidelis Wealth Advisors

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

Historical chart of Fidelis Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Fidelis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $325k 1.2k 282.73

More positions owned by Fidelis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)
Tidal Trust I Fund Gran Us Etf (GRNY)
Ishares Tr Rusel 2500 Etf (SMMD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Fidelis Wealth Advisors

Top funds holding International Business Machines

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Capital World Investors
Bank of America Corporation
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
Bank of New York Mellon
Norges Bank Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas

View all funds holding International Business Machines