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International Business Machines shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $899k 3.8k 233.67
2024-06-30 $302k 1.7k 177.84
2024-03-31 $295k 1.6k 183.75
2023-12-31 $226k 1.4k 166.84

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Williams Companies (WMB)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
UnitedHealth (UNH)
Select Sector Spdr Tr Technology (XLK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Oracle Corporation (ORCL)
PNC Financial Services (PNC)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Phillips Wealth Planners

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