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International Business Machines shares owned by Lee Financial

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in International Business Machines

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All positions including International Business Machines held by Lee Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Lee Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $350k 1.2k 282.16
2025-06-30 $327k 1.1k 294.78
2025-03-31 $410k 1.6k 248.66
2024-12-31 $418k 1.9k 219.83
2024-09-30 $420k 1.9k 221.08
2024-06-30 $286k 1.7k 172.95
2024-03-31 $320k 1.7k 190.96
2023-12-31 $269k 1.6k 163.55
2023-09-30 $226k 1.6k 140.30
2023-06-30 $213k 1.6k 133.81
2023-03-31 $208k 1.6k 131.09
2022-12-31 $225k 1.6k 140.89
2022-09-30 $190k 1.6k 118.97
2022-06-30 $226k 1.6k 141.25
2022-03-31 $207k 1.6k 130.19
2021-12-31 $287k 2.1k 133.74
2021-09-30 $203k 1.5k 139.04
2021-06-30 $199k 1.4k 146.32
2021-03-31 $98k 738 132.79
2020-12-31 $93k 738 126.02
2020-09-30 $90k 738 121.95
2020-06-30 $89k 738 120.60
2020-03-31 $37k 338 109.47
2019-12-31 $45k 338 133.14
2019-09-30 $49k 338 144.97
2019-06-30 $15k 108 138.89
2019-03-31 $15k 108 138.89
2018-12-31 $12k 108 111.11
2018-09-30 $32k 213 150.23
2018-06-30 $123k 871 140.85
2018-03-31 $142k 926 152.99
2017-12-31 $41k 268 152.99
2017-09-30 $39k 268 145.52
2017-06-30 $72k 468 153.85
2017-03-31 $81k 468 173.08
2016-12-31 $78k 468 166.67

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Short Treas Bd (SHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Select Divid Etf (DVY)

View all positions for Lee Financial

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