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International Business Machines shares owned by LJI Wealth Management

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

Historical chart of LJI Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 1.1k 282.20
2025-06-30 $325k 1.1k 294.82
2025-03-31 $274k 1.1k 248.69
2024-12-31 $287k 1.3k 219.88
2024-09-30 $241k 1.1k 221.08
2024-03-31 $208k 1.1k 190.96

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Amplify Etf Tr High Income (YYY)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
JPMorgan Chase & Co. (JPM)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)

View all positions for LJI Wealth Management

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