International Business Machines shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in International Business Machines
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Quarterly reported holdings in International Business Machines by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $388k | 1.8k | 221.08 |
| 2024-06-30 | $303k | 1.8k | 172.95 |
| 2024-03-31 | $335k | 1.8k | 190.96 |
| 2023-12-31 | $287k | 1.8k | 163.55 |
| 2023-09-30 | $216k | 1.5k | 140.30 |
| 2023-06-30 | $206k | 1.5k | 133.81 |
| 2022-12-31 | $217k | 1.5k | 140.89 |
| 2022-06-30 | $217k | 1.5k | 141.09 |
| 2021-12-31 | $207k | 1.5k | 133.63 |
| 2021-09-30 | $214k | 1.5k | 139.14 |
| 2021-06-30 | $225k | 1.5k | 146.29 |
| 2021-03-31 | $205k | 1.5k | 133.29 |
| 2020-12-31 | $626k | 5.0k | 125.78 |
| 2020-09-30 | $602k | 4.9k | 121.69 |
| 2020-06-30 | $586k | 4.9k | 118.46 |
| 2020-03-31 | $549k | 5.0k | 110.91 |
| 2019-12-31 | $718k | 5.4k | 134.08 |
| 2019-09-30 | $344k | 2.4k | 145.45 |
| 2019-06-30 | $757k | 5.5k | 137.84 |
| 2019-03-31 | $3.2M | 25k | 130.10 |
| 2018-12-31 | $377k | 3.4k | 110.33 |
| 2018-09-30 | $406k | 3.1k | 131.90 |
| 2018-06-30 | $441k | 3.2k | 139.87 |
| 2018-03-31 | $407k | 2.7k | 153.41 |
| 2017-12-31 | $407k | 2.7k | 153.58 |
| 2017-09-30 | $388k | 2.7k | 144.99 |
| 2017-06-30 | $307k | 2.1k | 146.40 |
| 2017-03-31 | $367k | 2.1k | 174.18 |
| 2016-12-31 | $349k | 2.1k | 166.11 |
Top funds holding International Business Machines
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