JFS Wealth Advisors »

International Business Machines shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in International Business Machines by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 12k 190.96
2023-12-31 $2.0M 12k 163.55
2023-09-30 $1.8M 13k 140.30
2023-06-30 $1.7M 13k 133.81
2023-03-31 $1.7M 13k 131.09
2022-12-31 $1.8M 13k 140.89
2022-09-30 $1.1M 9.7k 118.83
2022-06-30 $1.3M 9.1k 141.21
2022-03-31 $1.1M 8.8k 130.04
2021-12-31 $1.2M 8.7k 133.62
2021-09-30 $1.1M 8.1k 138.90
2021-06-30 $1.0M 7.0k 146.57
2021-03-31 $979k 7.4k 133.20
2020-12-31 $975k 7.7k 125.92
2020-09-30 $783k 6.4k 121.64
2020-06-30 $753k 6.2k 120.73
2020-03-31 $459k 4.1k 110.95
2019-12-31 $1.2M 8.9k 134.02
2019-09-30 $1.4M 9.3k 145.43
2019-06-30 $1.1M 8.2k 137.88
2019-03-31 $1.1M 7.5k 141.04
2018-12-31 $870k 7.7k 113.71
2018-09-30 $712k 4.7k 151.23
2018-06-30 $660k 4.7k 139.68
2018-03-31 $763k 5.0k 153.46
2017-12-31 $799k 5.2k 153.45
2017-09-30 $761k 5.2k 145.04
2017-06-30 $829k 5.4k 153.83
2017-03-31 $896k 5.4k 166.05
2016-12-31 $896k 5.4k 166.05
2016-09-30 $989k 6.2k 158.88
2016-06-30 $1.0M 6.7k 151.74
2016-03-31 $1.1M 7.1k 151.47
2015-12-31 $1.0M 7.4k 137.60
2015-09-30 $1.0M 7.2k 144.95
2015-06-30 $1.2M 7.7k 162.64
2015-03-31 $1.2M 7.7k 160.53
2014-12-31 $1.1M 6.8k 160.45
2014-09-30 $1.1M 5.8k 189.79
2014-06-30 $1.1M 6.3k 181.34
2014-03-31 $1.5M 7.7k 192.50
2013-12-31 $1.7M 8.8k 187.61
2013-09-30 $1.5M 8.1k 185.18
2013-06-30 $1.2M 6.5k 191.10
2013-03-31 $1.3M 6.3k 213.34
2012-12-31 $1.0B 5.3k 191560.30

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

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
CalPERS
Goldman Sachs Group
Norges Bank Investment Management
Royal Bank of Canada
Ubs Global Asset Management Americas
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company

View all funds holding International Business Machines