International Business Machines shares owned by Heritage Financial Services
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.8k | 282.16 |
| 2025-06-30 | $1.4M | 4.8k | 294.78 |
| 2025-03-31 | $1.2M | 4.9k | 248.66 |
| 2024-12-31 | $1.1M | 4.8k | 219.83 |
| 2024-09-30 | $1.0M | 4.7k | 221.08 |
| 2024-06-30 | $730k | 4.2k | 172.95 |
| 2024-03-31 | $964k | 5.1k | 190.96 |
| 2023-12-31 | $808k | 4.9k | 163.55 |
| 2023-09-30 | $701k | 5.0k | 140.30 |
| 2023-06-30 | $686k | 5.1k | 133.81 |
| 2023-03-31 | $664k | 5.1k | 131.09 |
| 2022-12-31 | $703k | 5.0k | 140.89 |
| 2022-09-30 | $595k | 5.0k | 118.67 |
| 2022-06-30 | $767k | 5.4k | 141.17 |
| 2022-03-31 | $706k | 5.4k | 129.92 |
| 2021-12-31 | $686k | 5.1k | 133.57 |
More positions owned by Heritage Financial Services
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Top funds holding International Business Machines
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