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International Business Machines shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 53k 282.16
2025-06-30 $15M 52k 294.78
2025-03-31 $12M 49k 248.66
2024-12-31 $11M 49k 219.83
2024-09-30 $10M 45k 221.08
2024-06-30 $7.8M 45k 172.95
2024-03-31 $7.8M 41k 190.96
2023-09-30 $6.3M 45k 140.30
2023-06-30 $5.9M 44k 133.81
2023-03-31 $5.6M 43k 131.08
2022-12-31 $2.9M 20k 140.89
2022-09-30 $1.9M 16k 118.82
2022-06-30 $2.2M 15k 141.19
2022-03-31 $1.7M 13k 130.03
2021-12-31 $1.6M 12k 133.67
2021-09-30 $2.2M 16k 138.93
2021-06-30 $1.2M 8.4k 146.55
2021-03-31 $1.0M 7.7k 133.22
2020-12-31 $1.1M 8.4k 125.86
2020-09-30 $1.0M 8.3k 121.73
2020-06-30 $1.1M 8.9k 120.77
2020-03-31 $676k 6.1k 110.89
2019-12-31 $1.2M 8.7k 134.04
2019-09-30 $773k 5.3k 145.36
2019-06-30 $684k 5.0k 137.21
2019-03-31 $602k 4.3k 141.12
2018-12-31 $267k 2.4k 113.57
2018-09-30 $334k 2.2k 152.86
2018-06-30 $342k 2.4k 139.88
2018-03-31 $290k 1.9k 150.18
2017-12-31 $351k 2.1k 163.48

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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