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International Business Machines shares owned by Planning Directions

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

Historical chart of Planning Directions investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Planning Directions

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 964 221.10
2024-03-31 $206k 1.1k 190.93
2020-03-31 $598k 5.4k 110.88
2019-03-31 $210k 1.5k 140.94
2018-09-30 $221k 1.5k 151.37
2018-03-31 $341k 2.2k 153.40

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Planning Directions

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Amundi
Ubs Global Asset Management Americas
Ameriprise Financial
Charles Schwab Investment Management
Goldman Sachs Group
Royal Bank of Canada

View all funds holding International Business Machines