International Business Machines shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.5k | 282.16 |
| 2025-06-30 | $1.6M | 5.3k | 294.78 |
| 2025-03-31 | $1.3M | 5.1k | 248.66 |
| 2024-12-31 | $1.3M | 5.9k | 219.83 |
| 2024-09-30 | $1.3M | 5.9k | 221.08 |
| 2024-06-30 | $1.0M | 5.8k | 172.95 |
| 2024-03-31 | $1.1M | 5.7k | 190.96 |
| 2023-12-31 | $979k | 6.0k | 163.55 |
| 2023-09-30 | $811k | 5.8k | 140.30 |
| 2023-06-30 | $862k | 6.4k | 133.81 |
| 2023-03-31 | $772k | 5.9k | 131.09 |
| 2022-12-31 | $690k | 4.9k | 140.89 |
| 2022-09-30 | $602k | 5.1k | 118.74 |
| 2022-06-30 | $609k | 4.3k | 141.10 |
| 2022-03-31 | $538k | 4.1k | 130.08 |
| 2021-12-31 | $392k | 2.9k | 133.65 |
| 2021-09-30 | $366k | 2.6k | 138.85 |
| 2021-06-30 | $374k | 2.6k | 146.44 |
Top funds holding International Business Machines
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