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International Business Machines shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $879k 4.6k 190.96
2023-12-31 $750k 4.6k 163.55
2023-09-30 $644k 4.6k 140.30
2023-06-30 $614k 4.6k 133.81

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Cohen Steer Reit (ICF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Intergy Private Wealth

Top funds holding International Business Machines

Vanguard Group
Bank of America Corporation
Bank of New York Mellon
Amundi
Jpmorgan Chase & Co
Legal & General Group
Charles Schwab Investment Management
Goldman Sachs Group
Norges Bank Investment Management
CalPERS
Royal Bank of Canada
Ubs Global Asset Management Americas
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company

View all funds holding International Business Machines