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International Business Machines shares owned by Private Ocean

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

Historical chart of Private Ocean investment in International Business Machines

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

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Quarterly reported holdings in International Business Machines by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $220k 1.3k 172.89
2024-03-31 $246k 1.3k 190.92
2023-12-31 $210k 1.3k 163.60
2023-09-30 $180k 1.3k 140.25
2023-06-30 $171k 1.3k 133.84
2023-03-31 $179k 1.4k 131.09
2022-12-31 $189k 1.3k 140.81
2022-09-30 $158k 1.3k 118.18
2022-06-30 $258k 1.8k 140.75
2022-03-31 $173k 1.3k 130.27
2021-12-31 $177k 1.3k 133.79
2021-09-30 $194k 1.4k 139.07
2021-06-30 $204k 1.4k 146.66
2021-03-31 $197k 1.5k 133.47
2020-12-31 $205k 1.6k 125.84
2020-09-30 $233k 1.9k 121.73
2020-06-30 $244k 2.0k 120.43
2020-03-31 $158k 1.4k 110.96
2019-12-31 $110k 814 135.14
2019-09-30 $250k 1.7k 145.69
2019-06-30 $236k 1.7k 137.53
2019-03-31 $160k 1.1k 140.97
2018-12-31 $215k 1.9k 113.70
2018-09-30 $389k 2.6k 151.24
2018-06-30 $370k 2.6k 139.83
2018-03-31 $405k 2.6k 153.06
2017-12-31 $307k 2.0k 153.65
2017-09-30 $219k 1.5k 145.23
2017-06-30 $232k 1.5k 153.85
2017-03-31 $318k 1.8k 174.34
2016-12-31 $303k 1.8k 166.12
2016-09-30 $396k 2.5k 158.72
2016-06-30 $285k 1.9k 151.68
2016-03-31 $285k 1.9k 151.68
2015-12-31 $259k 1.9k 137.84
2015-09-30 $301k 2.0k 152.10
2015-06-30 $322k 2.0k 162.71
2015-03-31 $318k 2.0k 160.69
2014-12-31 $470k 2.9k 160.46
2014-09-30 $418k 2.2k 189.91
2014-06-30 $405k 2.2k 181.45
2014-03-31 $603k 3.1k 192.53
2013-12-31 $437k 2.3k 187.39

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Capital World Investors
Northern Trust
Ubs Global Asset Management Americas
Bank of New York Mellon
Susquehanna International
Amundi
Legal & General Group
Charles Schwab Investment Management

View all funds holding International Business Machines