International Business Machines shares owned by Montag & Caldwell
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $80k | 270 | 294.78 |
| 2025-03-31 | $67k | 270 | 248.66 |
| 2024-12-31 | $59k | 270 | 219.83 |
| 2014-09-30 | $345k | 1.8k | 190.08 |
| 2014-06-30 | $329k | 1.8k | 181.27 |
| 2014-03-31 | $311k | 1.6k | 192.57 |
| 2013-12-31 | $228k | 1.2k | 187.65 |
| 2013-09-30 | $204k | 1.1k | 185.45 |
| 2013-06-30 | $420k | 2.2k | 190.91 |
| 2013-03-31 | $213k | 1.0k | 213.00 |
| 2011-03-31 | $20k | 120 | 166.67 |
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