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International Business Machines shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $78k 276 282.61
2025-06-30 $84k 286 295.23
2025-03-31 $126k 505 248.87
2024-12-31 $70k 316 219.83
2024-09-30 $53k 240 221.08
2024-06-30 $28k 163 172.95

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Wal-Mart Stores (WMT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Oracle Corporation (ORCL)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Mowery & Schoenfeld Wealth Management

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