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International Business Machines shares owned by Level Financial Advisors

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

Historical chart of Level Financial Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 981 282.10
2025-06-30 $231k 782 294.92
2023-12-31 $9.7k 59 164.15
2023-09-30 $8.3k 59 140.83
2023-06-30 $7.9k 59 134.31
2023-03-31 $7.8k 59 131.58
2022-12-31 $8.0k 59 135.59
2022-09-30 $7.0k 59 118.64
2022-06-30 $8.0k 59 135.59
2022-03-31 $8.0k 59 135.59
2021-12-31 $15k 109 137.61

More positions owned by Level Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Inflation Prote (DFIP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Level Financial 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