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International Business Machines shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by New Wave 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 New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 917 282.24
2025-06-30 $225k 763 294.84
2024-12-31 $168k 763 219.81

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Ishares Tr Europe Etf (IEV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for New Wave Wealth Advisors

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