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International Business Machines shares owned by Serenus Wealth Advisors

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

Historical chart of Serenus Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 1.3k 282.27
2025-06-30 $376k 1.3k 294.89
2025-03-31 $317k 1.3k 248.76

More positions owned by Serenus Wealth Advisors

Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Ishares Russell 1000 Value Etf Etf (IWD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Serenus 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