International Business Machines shares owned by Heritage Trust
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.6k | 282.16 |
| 2025-06-30 | $1.6M | 5.5k | 294.78 |
| 2025-03-31 | $1.4M | 5.6k | 248.66 |
| 2024-12-31 | $1.3M | 5.8k | 219.83 |
| 2024-06-30 | $1.0M | 6.0k | 172.95 |
| 2024-03-31 | $1.1M | 6.0k | 190.96 |
| 2023-12-31 | $994k | 6.1k | 163.55 |
| 2023-09-30 | $822k | 5.9k | 140.30 |
| 2023-06-30 | $790k | 5.9k | 133.81 |
| 2023-03-31 | $658k | 5.0k | 131.09 |
| 2022-12-31 | $707k | 5.0k | 140.89 |
| 2022-09-30 | $583k | 4.9k | 118.69 |
| 2022-06-30 | $689k | 4.9k | 141.16 |
| 2022-03-31 | $645k | 5.0k | 129.86 |
| 2021-12-31 | $662k | 5.0k | 133.58 |
| 2021-09-30 | $718k | 5.2k | 138.96 |
| 2021-06-30 | $727k | 4.9k | 147.06 |
| 2021-03-31 | $664k | 4.9k | 135.29 |
| 2020-12-31 | $650k | 5.3k | 123.53 |
| 2020-09-30 | $515k | 4.2k | 123.53 |
| 2020-06-30 | $419k | 3.4k | 123.53 |
| 2020-03-31 | $372k | 3.3k | 111.76 |
| 2019-12-31 | $547k | 4.1k | 133.77 |
| 2019-09-30 | $600k | 4.1k | 145.50 |
| 2019-06-30 | $569k | 4.1k | 138.04 |
| 2019-03-31 | $633k | 4.5k | 141.03 |
| 2018-12-31 | $563k | 4.9k | 113.78 |
| 2018-09-30 | $3.2M | 21k | 151.21 |
| 2018-06-30 | $3.0M | 21k | 139.71 |
| 2018-03-31 | $3.3M | 21k | 153.43 |
| 2017-12-31 | $3.3M | 22k | 153.40 |
| 2017-09-30 | $3.1M | 22k | 145.07 |
| 2017-06-30 | $3.6M | 24k | 153.82 |
| 2017-03-31 | $4.5M | 26k | 174.15 |
Top funds holding International Business Machines
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