HBK Sorce Advisory »

International Business Machines shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in International Business Machines by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 17k 221.08
2024-06-30 $2.9M 17k 172.95
2024-03-31 $3.4M 18k 190.96
2023-12-31 $3.0M 19k 163.55
2023-09-30 $2.5M 18k 140.30
2023-06-30 $2.1M 16k 133.81
2023-03-31 $13M 67k 196.84
2022-12-31 $9.4M 66k 140.90
2022-09-30 $4.0M 34k 118.82
2022-06-30 $1.9M 14k 141.18
2022-03-31 $3.7M 29k 130.03
2021-12-31 $3.7M 28k 133.68
2021-09-30 $3.8M 27k 138.93
2021-06-30 $4.3M 30k 146.60
2021-03-31 $3.9M 30k 133.25
2020-12-31 $2.1M 17k 125.86
2020-09-30 $2.1M 17k 121.65
2020-06-30 $2.1M 18k 120.79
2020-03-31 $1.7M 16k 110.94
2019-12-31 $2.0M 15k 134.05
2019-09-30 $2.3M 16k 145.39
2019-06-30 $2.1M 15k 137.89
2019-03-31 $2.2M 16k 141.11
2018-12-31 $1.8M 16k 113.68
2018-09-30 $2.4M 16k 151.18
2018-06-30 $2.3M 16k 139.71
2018-03-31 $2.7M 17k 153.42
2017-12-31 $2.6M 17k 153.39
2017-09-30 $1.5M 10k 145.07
2017-06-30 $1.2M 8.0k 153.84
2017-03-31 $1.6M 9.4k 174.19
2016-12-31 $1.7M 10k 166.02
2016-09-30 $1.7M 11k 158.85
2016-06-30 $1.6M 10k 151.80
2016-03-31 $1.6M 11k 151.46
2015-12-31 $1.2M 8.8k 137.64
2015-09-30 $1.1M 7.8k 144.95
2015-06-30 $1.2M 7.5k 162.70
2015-03-31 $1.2M 7.6k 160.55
2014-12-31 $1.5M 9.2k 160.44
2014-09-30 $2.0M 11k 189.80
2014-06-30 $1.9M 11k 181.30
2014-03-31 $2.1M 11k 192.52
2013-12-31 $2.0M 11k 187.55
2013-09-30 $2.0M 11k 185.21
2013-06-30 $1.6M 8.6k 191.15
2013-03-31 $1.9M 8.8k 213.30
2012-12-31 $1.7M 8.7k 191.51
2012-09-30 $1.7M 8.0k 207.47
2012-06-30 $994k 5.1k 195.55
2012-03-31 $1.1M 5.2k 208.69
2011-12-31 $926k 5.0k 183.80
2011-09-30 $1.2M 6.9k 174.88
2011-06-30 $1.1M 6.3k 171.52

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for HBK Sorce Advisory

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