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International Business Machines shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny investment in International Business Machines

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All positions including International Business Machines held by Retirement Planning Group, Llc / Ny consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Retirement Planning Group, Llc / Ny

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 976 282.03
2025-06-30 $332k 1.1k 294.68
2025-03-31 $281k 1.1k 248.58
2024-12-31 $228k 1.0k 219.81

More positions owned by Retirement Planning Group, Llc / Ny

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Nasdaq 100 Cover (QYLD)
Nuveen Core Equity Alpha Fund (JCE)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Alps Etf Tr Riverfrnt Dymc (RFDA)
Select Sector Spdr Tr Financial (XLF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Pimco Dynamic Income SHS (PDI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr Energy (XLE)
Ge Aerospace Com New (GE)

View all positions for Retirement Planning Group, Llc / Ny

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Morgan Stanley
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

View all funds holding International Business Machines