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International Business Machines shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 922 282.16
2025-06-30 $256k 867 294.78
2025-03-31 $212k 851 248.66
2018-12-31 $200k 176 1136.36

More positions owned by Outlook Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Intl Sel Div Etf (IDV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Ishares Tr Global Finls Etf (IXG)

View all positions for Outlook 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