Pinnacle Wealth Management Advisory »

International Business Machines shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 13k 190.96
2023-12-31 $2.0M 12k 163.55
2023-09-30 $1.7M 12k 140.30
2023-06-30 $1.6M 12k 133.81
2023-03-31 $1.6M 12k 131.09
2022-12-31 $1.7M 12k 140.89
2022-09-30 $1.5M 13k 118.78
2022-06-30 $1.6M 11k 141.16
2022-03-31 $1.3M 9.7k 130.04
2021-12-31 $1.3M 10k 133.71
2021-09-30 $1.2M 8.6k 138.97
2021-06-30 $1.3M 8.8k 146.62
2021-03-31 $1.1M 8.0k 133.23
2020-12-31 $1.1M 8.9k 125.85
2020-09-30 $1.1M 9.0k 121.66
2020-06-30 $1.0M 8.5k 120.83
2020-03-31 $954k 8.6k 110.93
2019-12-31 $1.3M 9.5k 134.07
2019-09-30 $1.3M 9.2k 145.39
2019-06-30 $1.2M 8.8k 137.88
2019-03-31 $1.2M 8.8k 141.08
2018-12-31 $955k 8.4k 113.69
2018-09-30 $1.6M 11k 151.19
2018-06-30 $1.5M 11k 139.73
2018-03-31 $1.4M 9.3k 153.48
2017-12-31 $1.1M 7.2k 153.47
2017-09-30 $1.0M 7.0k 145.10
2017-06-30 $1.1M 7.2k 153.89
2017-03-31 $1.3M 7.3k 174.16
2016-12-31 $1.2M 7.2k 166.02
2016-09-30 $1.1M 6.7k 158.86
2016-06-30 $1.0M 6.6k 151.79
2016-03-31 $991k 6.5k 151.37
2015-12-31 $848k 6.2k 137.60
2015-09-30 $620k 4.3k 144.93
2015-06-30 $512k 3.1k 162.64
2015-03-31 $587k 3.7k 160.47
2014-12-31 $592k 3.7k 160.30

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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