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International Business Machines shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 9.9k 221.07
2024-03-31 $1.4M 8.4k 167.15

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Charles Schwab Investment Management
Goldman Sachs Group
CalPERS
Susquehanna International
Dimensional Fund Advisors
Royal Bank of Canada
Wells Fargo & Company

View all funds holding International Business Machines