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International Business Machines shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $585k 2.6k 221.10
2024-06-30 $462k 2.7k 172.96
2024-03-31 $558k 2.9k 190.95
2023-12-31 $542k 3.3k 163.53
2023-09-30 $826k 5.9k 140.31
2023-06-30 $895k 6.7k 133.81

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbrideg Lr (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr New York Mun Etf (NYF)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Nuveen Churchill Direct Lend Com Shs (NCDL)

View all positions for Opal Wealth Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Goldman Sachs Group
CalPERS

View all funds holding International Business Machines