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International Business Machines shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $447k 1.6k 282.16
2025-06-30 $321k 1.1k 294.78
2024-03-31 $788k 4.1k 190.97
2023-12-31 $838k 5.1k 163.55

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
Amazon (AMZN)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Charles Schwab Corporation (SCHW)
Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)

View all positions for Lantern Wealth Advisors

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