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International Business Machines shares owned by Heritage Family Offices

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2026-03-31 $345k 1.4k 242.39

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Heritage Family Offices

Top funds holding International Business Machines

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Capital World Investors
Bank of America Corporation
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Legal & General Group

View all funds holding International Business Machines