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International Business Machines shares owned by Flatrock Wealth Partners

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

Historical chart of Flatrock Wealth Partners investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Flatrock Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $228k 941 242.35

More positions owned by Flatrock Wealth Partners

Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Fundamental Intl (FNDF)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Caretrust Reit (CTRE)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (BIL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard World Energy Etf (VDE)
Ea Series Trust Alpha Architect (AAEQ)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Flatrock Wealth Partners

Top funds holding International Business Machines

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

View all funds holding International Business Machines