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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
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 B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Emrg Chn (EMXC)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

Top funds holding International Business Machines

Vanguard Group
Bank of America Corporation
Bank of New York Mellon
Amundi
Jpmorgan Chase & Co
Legal & General Group
Charles Schwab Investment Management
CalPERS
Goldman Sachs Group
Norges Bank Investment Management
Royal Bank of Canada
Ubs Global Asset Management Americas
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company

View all funds holding International Business Machines