International Business Machines shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in International Business Machines
Tip: Access up to 7 years of quarterly data
All positions including International Business Machines held by Heritage Wealth Management 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 Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 6.7k | 282.16 |
| 2025-06-30 | $2.0M | 6.7k | 294.77 |
| 2025-03-31 | $1.9M | 7.6k | 248.67 |
| 2024-12-31 | $1.8M | 8.3k | 219.83 |
| 2024-09-30 | $1.8M | 8.3k | 221.07 |
| 2024-06-30 | $1.5M | 8.3k | 176.02 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management
Top funds holding International Business Machines
View all funds holding International Business Machines