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International Business Machines shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 775 282.16

More positions owned by Monticello Wealth Management

Spdr Series Trust Portfolio S&p500 (SPYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Monticello Wealth Management

Top funds holding International Business Machines

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

View all funds holding International Business Machines