International Business Machines shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in International Business Machines
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All positions including International Business Machines held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in International Business Machines by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 19k | 282.16 |
| 2025-06-30 | $5.1M | 17k | 294.77 |
| 2025-03-31 | $4.3M | 18k | 248.84 |
| 2024-12-31 | $3.8M | 17k | 219.84 |
| 2024-09-30 | $3.4M | 16k | 221.05 |
| 2024-06-30 | $1.9M | 11k | 172.95 |
| 2024-03-31 | $1.9M | 10k | 190.96 |
| 2023-12-31 | $2.2M | 13k | 163.55 |
| 2023-09-30 | $990k | 7.1k | 140.30 |
| 2023-06-30 | $399k | 3.0k | 133.81 |
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