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International Business Machines shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $310k 1.2k 248.59
2024-12-31 $366k 1.7k 219.78
2024-09-30 $279k 1.3k 221.11
2024-06-30 $212k 1.2k 172.92
2024-03-31 $233k 1.2k 190.96
2021-03-31 $212k 1.5k 141.52
2019-12-31 $235k 1.8k 134.29

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management
FMR
Goldman Sachs Group

View all funds holding International Business Machines