International Business Machines shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in International Business Machines
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Download as csvQuarterly reported holdings in International Business Machines by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $668k | 2.4k | 282.16 |
| 2025-03-31 | $570k | 2.3k | 248.66 |
| 2024-12-31 | $500k | 2.3k | 219.83 |
| 2024-09-30 | $500k | 2.3k | 221.08 |
| 2024-06-30 | $385k | 2.2k | 172.95 |
| 2024-03-31 | $449k | 2.4k | 190.96 |
| 2023-12-31 | $385k | 2.4k | 163.55 |
| 2023-09-30 | $324k | 2.3k | 140.30 |
| 2023-06-30 | $317k | 2.4k | 133.81 |
| 2023-03-31 | $321k | 2.4k | 131.09 |
| 2022-12-31 | $351k | 2.5k | 140.89 |
| 2022-09-30 | $306k | 2.6k | 118.70 |
| 2022-06-30 | $381k | 2.7k | 141.11 |
| 2022-03-31 | $292k | 2.2k | 130.12 |
| 2021-12-31 | $261k | 2.0k | 133.78 |
| 2021-09-30 | $272k | 2.0k | 139.06 |
| 2021-06-30 | $266k | 1.9k | 141.11 |
| 2021-03-31 | $240k | 1.8k | 132.74 |
| 2020-12-31 | $219k | 1.7k | 126.08 |
| 2020-09-30 | $282k | 2.3k | 121.50 |
| 2020-06-30 | $294k | 2.4k | 120.79 |
| 2020-03-31 | $282k | 2.5k | 110.76 |
| 2019-12-31 | $414k | 3.1k | 133.94 |
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