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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
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

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Lockheed Martin Corporation (LMT)
Boeing Company (BA)
Universal Display Corporation (OLED)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Lam Research Corporation (LRCX)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Primoris Wealth Advisors

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
Goldman Sachs Group
Norges Bank Investment Management
CalPERS
Royal Bank of Canada
Ubs Global Asset Management Americas
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company

View all funds holding International Business Machines