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International Business Machines shares owned by OakTrust Wealth Advisors

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

Historical chart of OakTrust Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by OakTrust 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 OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 937 296.28

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Northern Trust
Norges Bank Investment Management
Goldman Sachs Group
Susquehanna International
Ubs Global Asset Management Americas
Bank of New York Mellon
Legal & General Group
Charles Schwab Investment Management
FMR

View all funds holding International Business Machines