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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

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $503k 1.8k 286.72
2025-06-30 $517k 1.8k 294.78
2025-03-31 $511k 2.1k 248.66
2024-12-31 $385k 1.8k 219.83
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

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Core S&P 500 ETF Etf (IVV)
Microsoft Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
Palo Alto Networks Common Stock (PANW)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding International Business Machines

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

View all funds holding International Business Machines