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International Business Machines shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $105M 474k 221.08
2024-06-30 $77M 447k 172.95
2024-03-31 $70M 366k 190.96
2023-12-31 $54M 332k 163.55
2023-09-30 $24M 169k 140.30
2023-06-30 $23M 170k 133.81
2023-03-31 $23M 176k 131.09
2022-12-31 $24M 173k 140.89
2022-09-30 $20M 170k 118.81
2022-06-30 $22M 153k 141.19
2022-03-31 $16M 125k 130.02
2021-12-31 $17M 126k 133.66
2021-09-30 $13M 96k 138.93
2021-06-30 $13M 87k 146.59
2021-03-31 $12M 91k 133.26
2020-12-31 $11M 90k 125.88
2020-09-30 $16M 128k 121.09
2020-06-30 $15M 126k 118.54
2020-03-31 $12M 113k 105.14
2019-12-31 $12M 85k 135.41
2019-09-30 $6.9M 48k 145.42
2019-06-30 $6.0M 43k 137.89
2019-03-31 $5.6M 40k 141.10
2018-12-31 $4.4M 38k 113.68
2018-09-30 $8.2M 55k 151.22
2018-06-30 $6.1M 44k 139.70
2018-03-31 $5.5M 36k 150.07
2017-12-31 $2.5M 17k 153.40
2017-09-30 $211k 1.4k 150.93
2017-06-30 $1.6M 10k 153.88

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Amundi
Ubs Global Asset Management Americas
Ameriprise Financial
Charles Schwab Investment Management
Goldman Sachs Group
Royal Bank of Canada

View all funds holding International Business Machines