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International Business Machines shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 30k 282.16
2025-06-30 $6.8M 23k 294.79
2025-03-31 $5.2M 21k 248.66
2024-12-31 $5.0M 23k 219.83
2024-09-30 $4.9M 22k 221.08
2024-06-30 $3.3M 19k 172.95
2024-03-31 $3.5M 19k 190.96
2023-09-30 $2.4M 17k 140.30
2023-06-30 $2.0M 15k 133.81
2023-03-31 $1.9M 14k 131.09
2022-12-31 $3.4M 24k 140.89
2022-09-30 $2.7M 23k 118.80
2022-06-30 $2.5M 18k 141.19
2022-03-31 $2.2M 17k 130.08
2021-12-31 $2.0M 15k 133.68
2021-09-30 $2.0M 14k 138.93
2021-06-30 $2.1M 15k 146.60
2020-12-31 $1.6M 13k 125.87
2020-06-30 $706k 5.8k 120.83
2019-12-31 $584k 4.4k 134.10
2019-09-30 $574k 3.9k 145.39
2019-06-30 $542k 3.9k 137.81
2019-03-31 $326k 2.3k 140.94
2017-09-30 $216k 1.5k 144.77
2017-06-30 $222k 1.4k 153.85
2017-03-31 $234k 1.3k 174.37
2016-09-30 $383k 2.4k 158.79
2016-06-30 $314k 2.1k 151.84
2016-03-31 $319k 2.1k 151.54
2015-12-31 $357k 2.6k 137.47
2015-09-30 $2.9M 20k 144.96
2015-06-30 $2.8M 17k 162.61
2015-03-31 $2.6M 16k 160.47
2014-12-31 $2.2M 14k 160.44
2014-09-30 $2.5M 13k 189.81
2014-06-30 $2.3M 13k 181.27
2014-03-31 $173k 900 192.22
2013-12-31 $110k 586 187.71
2013-09-30 $39k 209 186.60
2013-06-30 $47k 247 190.28

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Regal Investment Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management
FMR
Goldman Sachs Group
Ameriprise Financial

View all funds holding International Business Machines