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International Business Machines shares owned by Planning Alternatives

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Planning Alternatives from 13F filings

Historical chart of Planning Alternatives investment in International Business Machines

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All positions including International Business Machines held by Planning Alternatives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Planning Alternatives

Quarter filed Position value Share count Share price at filing
2024-09-30 $634k 2.9k 221.10
2024-06-30 $498k 2.9k 172.96
2024-03-31 $548k 2.9k 190.98
2023-12-31 $469k 2.9k 163.56
2023-09-30 $415k 3.0k 140.31
2023-06-30 $405k 3.0k 133.82
2023-03-31 $449k 3.4k 131.10
2022-12-31 $404k 2.9k 140.90
2022-09-30 $341k 2.9k 118.86
2022-06-30 $405k 2.9k 141.16
2022-03-31 $373k 2.9k 130.01
2021-12-31 $386k 2.9k 133.66
2021-09-30 $399k 2.9k 139.07
2021-06-30 $421k 2.9k 146.74
2021-03-31 $402k 3.0k 133.29
2020-12-31 $380k 3.0k 125.99
2020-09-30 $367k 3.0k 121.68
2020-06-30 $364k 3.0k 120.69
2020-03-31 $357k 3.2k 111.01
2019-12-31 $431k 3.2k 134.02
2019-09-30 $468k 3.2k 145.52
2019-06-30 $457k 3.3k 137.82
2019-03-31 $490k 3.5k 141.25
2018-12-31 $397k 3.5k 113.82
2018-09-30 $563k 3.7k 151.26
2018-06-30 $514k 3.7k 139.60
2017-12-31 $537k 3.5k 153.52
2017-09-30 $507k 3.5k 144.94
2017-06-30 $544k 3.5k 153.93
2017-03-31 $609k 3.5k 174.10
2016-12-31 $614k 3.7k 166.04
2016-09-30 $572k 3.6k 158.98
2016-06-30 $546k 3.6k 151.75
2016-03-31 $545k 3.6k 151.47
2015-12-31 $587k 4.3k 137.70
2015-09-30 $562k 3.9k 144.92
2015-06-30 $632k 3.9k 162.55
2015-03-31 $624k 3.9k 160.49
2014-12-31 $686k 4.3k 160.47
2014-09-30 $812k 4.3k 189.94
2014-06-30 $731k 4.0k 181.16
2014-03-31 $621k 3.2k 192.38
2013-12-31 $805k 4.5k 177.55
2013-03-31 $221k 1.0k 213.30

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Planning Alternatives

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