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International Business Machines shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Melfa 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 Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 1.3k 282.16
2025-06-30 $376k 1.3k 294.78
2025-03-31 $317k 1.3k 248.66
2024-12-31 $280k 1.3k 219.83
2024-09-30 $282k 1.3k 221.08
2024-06-30 $247k 1.4k 172.95
2024-03-31 $248k 1.3k 190.96

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Apple (AAPL)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Blackrock Income Tr Com New (BKT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ge Aerospace Com New (GE)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Melfa 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