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International Business Machines shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by RFG - Bristol 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 723 296.21
2025-09-30 $208k 737 282.16
2025-06-30 $217k 737 294.78

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (VLU)
Ssga Active Etf Tr State Street Mul (RLY)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Apple (AAPL)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)

View all positions for RFG - Bristol Wealth 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