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International Business Machines shares owned by Plan Group Financial

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in International Business Machines

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All positions including International Business Machines held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 9.3k 282.16
2025-06-30 $2.2M 7.4k 294.78
2025-03-31 $1.6M 6.6k 248.64
2024-12-31 $1.0M 4.6k 219.81
2024-09-30 $936k 4.2k 221.10
2024-06-30 $659k 3.8k 172.97
2024-03-31 $367k 1.9k 191.01

More positions owned by Plan Group Financial

Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Acwi Etf (ACWI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Apple (AAPL)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Residential Mult (REZ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Plan Group Financial

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