International Business Machines shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 6.2k | 282.17 |
| 2025-06-30 | $1.7M | 5.8k | 294.78 |
| 2024-12-31 | $1.0M | 4.6k | 219.85 |
| 2024-09-30 | $1.0M | 4.7k | 221.06 |
| 2024-06-30 | $730k | 4.2k | 172.94 |
| 2024-03-31 | $717k | 3.8k | 190.94 |
| 2023-12-31 | $615k | 3.8k | 163.57 |
| 2023-09-30 | $634k | 4.5k | 140.30 |
| 2023-06-30 | $630k | 4.7k | 133.81 |
| 2023-03-31 | $646k | 4.9k | 131.08 |
| 2022-12-31 | $694k | 4.9k | 140.89 |
| 2022-09-30 | $607k | 5.1k | 118.74 |
| 2022-06-30 | $722k | 5.1k | 141.21 |
| 2022-03-31 | $680k | 5.2k | 130.04 |
| 2021-12-31 | $788k | 5.9k | 133.70 |
| 2021-09-30 | $699k | 5.0k | 138.97 |
| 2021-06-30 | $734k | 5.0k | 146.54 |
| 2021-03-31 | $648k | 4.9k | 133.22 |
| 2020-12-31 | $481k | 3.8k | 125.88 |
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