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International Business Machines shares owned by Primoris Wealth Advisors

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

Historical chart of Primoris Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 1.4k 221.08
2024-06-30 $249k 1.4k 172.95
2024-03-31 $284k 1.5k 190.96
2023-12-31 $241k 1.5k 163.55
2023-09-30 $207k 1.5k 140.30
2022-12-31 $207k 1.5k 140.89
2022-06-30 $218k 1.6k 140.37

More positions owned by Primoris Wealth Advisors

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Select Sector Spdr Tr Sbi Int-utils (XLU)
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Lockheed Martin Corporation (LMT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci India Sm Cp (SMIN)
Nextera Energy (NEE)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Covington Trust Msci Utils Index (FUTY)
Lam Research Corporation (LRCX)

View all positions for Primoris Wealth Advisors

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