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International Business Machines shares owned by Monument Group Wealth Advisors

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Monument Group Wealth Advisors from 13F filings

Historical chart of Monument Group Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $387k 1.8k 219.83
2024-09-30 $389k 1.8k 221.08
2024-06-30 $313k 1.8k 172.95
2024-03-31 $346k 1.8k 190.96

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Small-cap Etf Etf (VB)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Apple Stock (AAPL)
Vanguard Short-term Bond Etf Etf (BSV)
Avantis U.s. Equity Etf Etf (AVUS)
Coca Cola Stock (KO)

View all positions for Monument Group Wealth Advisors

Top funds holding International Business Machines

BlackRock
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
CalPERS
Susquehanna International
Dimensional Fund Advisors
Wells Fargo & Company
Barclays
Citadel Advisors

View all funds holding International Business Machines