International Business Machines shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $10M | 41k | 242.39 |
| 2025-12-31 | $6.3M | 21k | 296.21 |
| 2025-09-30 | $8.1M | 29k | 282.16 |
| 2025-06-30 | $5.3M | 18k | 294.79 |
| 2025-03-31 | $5.0M | 20k | 248.65 |
| 2024-12-31 | $4.8M | 22k | 219.83 |
| 2024-09-30 | $4.6M | 21k | 221.08 |
| 2024-06-30 | $4.0M | 23k | 172.95 |
| 2024-03-31 | $4.6M | 24k | 190.96 |
| 2023-09-30 | $3.4M | 24k | 140.30 |
| 2023-06-30 | $3.3M | 24k | 133.81 |
| 2023-03-31 | $2.9M | 22k | 131.09 |
| 2022-12-31 | $3.1M | 22k | 140.89 |
| 2022-09-30 | $2.7M | 23k | 118.79 |
| 2022-06-30 | $3.2M | 23k | 141.18 |
| 2022-03-31 | $9.2M | 70k | 130.02 |
| 2021-12-31 | $7.8M | 59k | 133.66 |
| 2021-09-30 | $7.7M | 56k | 138.94 |
| 2021-06-30 | $6.2M | 43k | 146.58 |
| 2021-03-31 | $5.6M | 42k | 133.27 |
| 2020-12-31 | $4.7M | 38k | 125.87 |
| 2020-09-30 | $5.1M | 42k | 121.67 |
| 2020-06-30 | $5.3M | 44k | 120.76 |
| 2020-03-31 | $5.9M | 53k | 110.93 |
| 2019-12-31 | $7.7M | 53k | 143.72 |
| 2019-09-30 | $234k | 1.7k | 135.57 |
| 2019-06-30 | $240k | 1.7k | 139.21 |
| 2019-03-31 | $242k | 1.7k | 141.19 |
| 2018-12-31 | $250k | 1.9k | 134.05 |
| 2018-09-30 | $232k | 1.9k | 124.73 |
| 2018-06-30 | $7.3M | 52k | 139.70 |
| 2018-03-31 | $6.7M | 44k | 153.42 |
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