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International Business Machines shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 844 242.25
2025-12-31 $247k 835 296.26
2025-09-30 $235k 834 282.17
2025-06-30 $246k 833 294.78
2025-03-31 $207k 833 248.66

More positions owned by Investment Planning Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard World Mega Cap Index (MGC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds State Street Spd (SPGM)
Spdr Series Trust State Street Spd (XOP)

View all positions for Investment Planning Advisors

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
Susquehanna International
Bank of New York Mellon
Legal & General Group

View all funds holding International Business Machines