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International Business Machines shares owned by Holistic Planning

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in International Business Machines

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All positions including International Business Machines held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $750k 2.7k 282.17
2025-06-30 $642k 2.2k 294.81
2025-03-31 $542k 2.2k 248.72
2024-12-31 $479k 2.2k 219.80
2024-09-30 $460k 2.1k 221.07

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management
FMR
Goldman Sachs Group

View all funds holding International Business Machines