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International Business Machines shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 22k 221.08
2024-06-30 $3.8M 22k 172.95
2024-03-31 $4.1M 21k 190.96
2023-12-31 $3.2M 20k 163.55
2023-09-30 $2.6M 19k 140.30
2023-06-30 $1.4M 11k 133.82
2023-03-31 $1.4M 11k 131.09
2022-12-31 $1.5M 11k 140.89
2022-09-30 $1.2M 10k 118.76
2022-06-30 $1.7M 12k 141.20
2022-03-31 $1.5M 12k 130.03
2021-12-31 $1.4M 11k 133.69
2021-09-30 $1.4M 10k 138.94
2021-06-30 $1.4M 9.6k 146.56
2021-03-31 $1.4M 10k 133.22
2020-12-31 $1.2M 9.2k 125.94
2020-09-30 $902k 7.4k 121.69
2020-06-30 $876k 7.3k 120.79
2020-03-31 $921k 8.3k 110.91
2019-12-31 $987k 7.4k 133.98
2019-09-30 $1.1M 7.6k 145.45
2019-06-30 $1.0M 7.5k 137.90
2019-03-31 $1.2M 8.6k 141.11
2018-12-31 $756k 6.6k 113.74
2018-09-30 $1.1M 6.9k 151.24
2018-06-30 $1.5M 11k 139.75
2018-03-31 $1.1M 7.4k 153.42
2017-12-31 $1.1M 7.4k 153.45
2017-09-30 $1.1M 7.5k 145.04
2017-06-30 $1.3M 8.3k 153.89
2017-03-31 $1.4M 7.9k 174.17
2016-12-31 $1.3M 7.9k 165.95
2016-09-30 $1.3M 7.9k 158.80
2016-06-30 $1.2M 7.7k 151.80
2016-03-31 $1.2M 7.7k 151.47
2015-12-31 $1.1M 8.2k 137.62
2015-09-30 $867k 6.0k 144.96
2015-06-30 $1.0M 6.3k 160.56

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission 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