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International Business Machines shares owned by Roberts Wealth Advisors

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

Historical chart of Roberts Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Roberts 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 Roberts Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $200k 911 220.03
2022-12-31 $207k 1.5k 141.55

More positions owned by Roberts Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Trane Technologies SHS (TT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Take-Two Interactive Software (TTWO)
Walt Disney Company (DIS)

View all positions for Roberts Wealth Advisors

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