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International Business Machines shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement investment in International Business Machines

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

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Quarterly reported holdings in International Business Machines by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 16k 282.16
2025-06-30 $5.4M 18k 294.79
2025-03-31 $5.5M 22k 248.66
2024-12-31 $4.9M 22k 219.83
2024-09-30 $5.1M 23k 221.08

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Qualcomm (QCOM)
Intel Corporation (INTC)
Occidental Petroleum Corporation (OXY)
Merck & Co (MRK)
Johnson & Johnson (JNJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Rocket Cos Com Cl A (RKT)
Chubb (CB)
Altria (MO)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Philip James Wealth Mangement

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