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International Business Machines shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 11k 221.08
2024-06-30 $2.7M 15k 172.95
2024-03-31 $2.2M 11k 190.96
2023-12-31 $1.8M 11k 163.55
2023-09-30 $1.6M 11k 140.31
2023-06-30 $1.5M 11k 133.81
2023-03-31 $1.5M 11k 131.09
2022-12-31 $1.4M 10k 140.89
2022-09-30 $1.2M 10k 118.85
2022-06-30 $1.4M 10k 141.23
2022-03-31 $1.3M 10k 130.01
2021-12-31 $1.4M 10k 133.68
2021-09-30 $1.4M 10k 138.92
2021-06-30 $1.5M 10k 146.63
2021-03-31 $1.2M 8.7k 133.28
2020-12-31 $967k 7.7k 125.93
2020-09-30 $922k 7.6k 121.65
2020-06-30 $918k 7.6k 120.79
2020-03-31 $810k 7.3k 110.93
2019-12-31 $1.0M 7.5k 134.02
2019-09-30 $1.1M 7.6k 145.44
2019-06-30 $1.0M 7.6k 137.87
2019-03-31 $1.3M 8.9k 141.12
2018-12-31 $1.1M 9.4k 113.69
2018-09-30 $1.4M 9.4k 151.25
2018-06-30 $1.2M 8.9k 139.67
2018-03-31 $2.1M 14k 153.45
2017-12-31 $2.1M 14k 153.43
2017-09-30 $2.1M 14k 145.10
2017-06-30 $1.9M 13k 153.81
2017-03-31 $2.1M 12k 174.17
2016-12-31 $2.0M 12k 165.97
2016-09-30 $1.9M 12k 158.84
2016-06-30 $1.9M 13k 151.78
2016-03-31 $2.0M 13k 151.48
2015-12-31 $1.4M 11k 137.66
2015-09-30 $1.5M 11k 145.01
2015-06-30 $1.7M 11k 162.67
2015-03-31 $1.7M 10k 160.46
2014-12-31 $1.7M 11k 160.52
2014-09-30 $2.1M 11k 189.79
2014-06-30 $2.1M 11k 182.92
2014-03-31 $2.2M 12k 192.47
2013-12-31 $2.3M 12k 187.58
2013-09-30 $2.8M 15k 185.19

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple Call Option (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Focused Wealth Management

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Goldman Sachs Group
CalPERS

View all funds holding International Business Machines