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International Business Machines shares owned by Lenox Wealth Advisors

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

Historical chart of Lenox Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Lenox 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 Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $70k 550 127.27
2021-12-31 $72k 540 133.33
2021-09-30 $75k 540 138.89
2021-06-30 $139k 948 146.62
2021-03-31 $169k 1.3k 133.39
2020-12-31 $148k 1.2k 125.64
2020-09-30 $106k 870 121.84
2020-06-30 $36k 300 120.00
2020-03-31 $27k 243 111.11
2019-12-31 $37k 278 133.09
2019-09-30 $28k 192 145.83
2019-06-30 $18k 128 140.62
2019-03-31 $18k 128 140.62
2018-12-31 $21k 188 111.70
2018-09-30 $47k 313 150.16
2018-06-30 $83k 594 139.73
2018-03-31 $81k 529 153.12
2017-12-31 $55k 358 153.63
2017-09-30 $19k 128 148.44
2017-06-30 $20k 128 156.25
2017-03-31 $22k 128 171.88
2016-12-31 $25k 149 167.79
2016-09-30 $221k 1.4k 159.11
2016-06-30 $238k 1.6k 152.08
2016-03-31 $237k 1.6k 151.44
2015-12-31 $215k 1.6k 137.38
2015-09-30 $227k 1.6k 145.05
2015-06-30 $255k 1.6k 162.94
2015-03-31 $271k 1.7k 160.36
2014-12-31 $279k 1.7k 160.34
2014-09-30 $330k 1.7k 189.66
2014-06-30 $338k 1.8k 187.26
2014-03-31 $351k 1.8k 194.46
2013-12-31 $323k 1.7k 187.46
2013-09-30 $298k 1.6k 185.21
2013-06-30 $307k 1.6k 190.80
2013-03-31 $343k 1.6k 213.18

More positions owned by Lenox Wealth Advisors

iShares S&P MidCap 400 Index (IJH)
Ishares Inc ctr wld minvl (ACWV)
Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
SPDR DJ Wilshire Large Cap (SPYM)
Proshares Tr S&p 500 Aristo (NOBL)
WisdomTree DEFA Equity Income Fund (DTH)
iShares MSCI EAFE Index Fund (EFA)
J P Morgan Exchange Traded F div rtn int eq (JPIN)
Vanguard Total World Stock Idx (VT)
Flexshares Tr intl qltdv idx (IQDF)
Schwab Strategic Tr us lrg cap etf (SCHX)
Flexshares Tr qualt divd idx (QDF)
SPDR DJ Wilshire Mid Cap (SPMD)
Apple (AAPL)

View all positions for Lenox Wealth Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Northern Trust
Norges Bank Investment Management
Goldman Sachs Group
Susquehanna International
Ubs Global Asset Management Americas
Bank of New York Mellon
Legal & General Group
Charles Schwab Investment Management
FMR

View all funds holding International Business Machines