Pasadena Private Wealth »

International Business Machines shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Pasadena Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in International Business Machines by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $424k 1.9k 221.08
2024-06-30 $332k 1.9k 172.95
2024-03-31 $536k 2.8k 190.96
2023-12-31 $357k 2.2k 163.55

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Pasadena Private Wealth

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