International Business Machines shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in International Business Machines
Tip: Access up to 7 years of quarterly data
All positions including International Business Machines held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in International Business Machines by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.7k | 282.16 |
| 2025-06-30 | $1.1M | 3.7k | 294.78 |
| 2025-03-31 | $926k | 3.7k | 248.66 |
| 2024-12-31 | $833k | 3.8k | 219.83 |
| 2024-09-30 | $901k | 4.1k | 221.08 |
| 2024-06-30 | $644k | 3.7k | 172.95 |
| 2024-03-31 | $800k | 4.2k | 190.96 |
| 2023-12-31 | $727k | 4.4k | 163.55 |
| 2023-09-30 | $585k | 4.2k | 140.30 |
| 2023-06-30 | $558k | 4.2k | 133.81 |
| 2023-03-31 | $548k | 4.2k | 131.09 |
| 2022-12-31 | $588k | 4.2k | 140.89 |
| 2022-09-30 | $498k | 4.2k | 118.80 |
| 2022-06-30 | $600k | 4.3k | 141.11 |
| 2022-03-31 | $553k | 4.3k | 130.06 |
| 2021-12-31 | $692k | 5.2k | 133.66 |
| 2021-09-30 | $719k | 5.2k | 138.93 |
| 2021-06-30 | $733k | 5.0k | 146.59 |
| 2021-03-31 | $681k | 5.1k | 133.26 |
| 2020-12-31 | $645k | 5.1k | 125.90 |
| 2020-09-30 | $632k | 5.2k | 121.67 |
| 2020-06-30 | $626k | 315 | 1987.30 |
| 2020-03-31 | $588k | 5.3k | 110.93 |
| 2019-12-31 | $577k | 4.3k | 134.04 |
| 2019-09-30 | $638k | 4.4k | 145.20 |
| 2019-06-30 | $547k | 4.0k | 137.90 |
| 2019-03-31 | $560k | 4.0k | 141.10 |
| 2018-12-31 | $466k | 4.1k | 113.52 |
| 2018-09-30 | $611k | 4.0k | 151.05 |
| 2018-06-30 | $642k | 4.6k | 139.72 |
| 2018-03-31 | $748k | 4.9k | 153.56 |
| 2017-12-31 | $762k | 5.0k | 153.35 |
| 2017-09-30 | $707k | 4.9k | 145.14 |
| 2017-06-30 | $741k | 4.8k | 154.09 |
| 2017-03-31 | $820k | 4.7k | 173.80 |
| 2016-12-31 | $792k | 4.8k | 166.00 |
| 2016-09-30 | $823k | 5.2k | 158.88 |
| 2016-06-30 | $913k | 6.0k | 151.56 |
| 2016-03-31 | $877k | 5.8k | 151.10 |
| 2015-12-31 | $798k | 5.8k | 137.49 |
| 2015-09-30 | $871k | 6.0k | 144.71 |
| 2015-06-30 | $982k | 6.0k | 162.34 |
| 2015-03-31 | $965k | 6.0k | 160.33 |
| 2014-12-31 | $953k | 5.9k | 160.19 |
| 2014-09-30 | $891k | 4.7k | 189.82 |
| 2014-06-30 | $853k | 4.7k | 181.41 |
| 2014-03-31 | $902k | 4.7k | 192.61 |
| 2013-12-31 | $888k | 4.7k | 187.62 |
Top funds holding International Business Machines
View all funds holding International Business Machines