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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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