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
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All positions including International Business Machines held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in International Business Machines by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 19k | 282.15 |
| 2025-06-30 | $5.5M | 19k | 294.81 |
| 2025-03-31 | $4.4M | 18k | 250.26 |
| 2024-12-31 | $3.2M | 14k | 221.15 |
| 2024-09-30 | $2.1M | 9.5k | 223.84 |
| 2024-06-30 | $1.5M | 8.8k | 174.62 |
| 2024-03-31 | $1.7M | 9.0k | 190.92 |
| 2023-12-31 | $571k | 3.5k | 163.55 |
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