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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
2024-03-31 $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)
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)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Opal Wealth Advisors

Top funds holding International Business Machines

Vanguard Group
Bank of America Corporation
Bank of New York Mellon
Amundi
Jpmorgan Chase & Co
Legal & General Group
Charles Schwab Investment Management
CalPERS
Goldman Sachs Group
Norges Bank Investment Management
Royal Bank of Canada
Ubs Global Asset Management Americas
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company

View all funds holding International Business Machines