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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
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)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Quality Fund (MQY)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Nuveen Insd Dividend Advantage (NVG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Meta Platforms Cl A (META)
BlackRock MuniHoldings Fund (MHD)

View all positions for Melfa Wealth Management

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Goldman Sachs Group
CalPERS

View all funds holding International Business Machines