Montis Financial »

International Business Machines shares owned by Montis Financial

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in International Business Machines by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.8k 282.14
2021-12-31 $326k 2.4k 133.77

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

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