Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

International Business Machines shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $414k 1.7k 242.39
2020-06-30 $504k 4.2k 120.86
2020-03-31 $463k 4.2k 111.03
2019-12-31 $559k 4.2k 134.05
2019-09-30 $606k 4.2k 145.32
2019-06-30 $575k 4.2k 137.89
2019-03-31 $588k 4.2k 141.01
2018-12-31 $474k 4.2k 113.67
2018-09-30 $631k 4.2k 151.32
2018-06-30 $583k 4.2k 139.81
2018-03-31 $640k 4.2k 153.48
2017-12-31 $640k 4.2k 153.48
2017-09-30 $605k 4.2k 145.08
2017-06-30 $641k 4.2k 153.72
2017-03-31 $726k 4.2k 174.10
2016-12-31 $692k 4.2k 165.95
2016-09-30 $662k 4.2k 158.75
2016-06-30 $633k 4.2k 151.80
2016-03-31 $632k 4.2k 151.56
2015-12-31 $574k 4.2k 137.65
2015-09-30 $605k 4.2k 145.08
2015-06-30 $678k 4.2k 162.59
2015-03-31 $742k 4.6k 160.61
2014-12-31 $669k 4.2k 160.43
2014-09-30 $877k 4.6k 189.83
2014-06-30 $702k 3.9k 181.40
2014-03-31 $745k 3.9k 192.51
2013-12-31 $773k 4.1k 187.62

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr State Street Hea (XLV)
Texas Pacific Land Corp (TPL)
Bank of America Corporation (BAC)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding International Business Machines

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Capital World Investors
Bank of America Corporation
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
Bank of New York Mellon
Legal & General Group
Susquehanna International

View all funds holding International Business Machines