International Business Machines shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in International Business Machines
Tip: Access up to 7 years of quarterly data
All positions including International Business Machines held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in International Business Machines by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.7k | 282.14 |
| 2025-06-30 | $1.4M | 4.7k | 294.76 |
| 2025-03-31 | $1.2M | 4.7k | 248.64 |
| 2024-12-31 | $1.0M | 4.7k | 219.81 |
| 2024-09-30 | $1.0M | 4.7k | 221.06 |
| 2024-06-30 | $810k | 4.7k | 172.94 |
| 2024-03-31 | $940k | 4.9k | 190.97 |
| 2023-12-31 | $799k | 4.9k | 163.55 |
| 2023-09-30 | $709k | 5.1k | 140.30 |
| 2023-06-30 | $749k | 5.6k | 133.81 |
| 2023-03-31 | $714k | 5.4k | 131.08 |
| 2022-12-31 | $824k | 5.8k | 140.88 |
| 2022-09-30 | $694k | 5.9k | 117.49 |
| 2022-06-30 | $832k | 5.9k | 141.26 |
| 2022-03-31 | $690k | 5.3k | 130.07 |
| 2021-12-31 | $722k | 5.4k | 133.60 |
| 2021-09-30 | $606k | 4.4k | 139.02 |
| 2021-06-30 | $556k | 3.8k | 146.62 |
| 2021-03-31 | $502k | 3.8k | 133.40 |
| 2020-12-31 | $490k | 3.9k | 125.90 |
| 2020-09-30 | $454k | 3.7k | 121.65 |
| 2020-06-30 | $315k | 2.6k | 120.69 |
| 2020-03-31 | $302k | 2.7k | 110.74 |
| 2019-12-31 | $387k | 2.9k | 133.86 |
| 2019-09-30 | $415k | 2.9k | 145.56 |
| 2019-06-30 | $500k | 3.3k | 151.52 |
| 2019-03-31 | $570k | 4.0k | 141.19 |
| 2018-12-31 | $264k | 2.3k | 113.50 |
| 2018-09-30 | $272k | 2.3k | 115.84 |
| 2018-03-31 | $220k | 1.4k | 153.42 |
| 2017-12-31 | $203k | 1.3k | 153.56 |
| 2017-06-30 | $200k | 1.3k | 153.73 |
| 2017-03-31 | $215k | 1.2k | 174.51 |
| 2016-12-31 | $223k | 1.3k | 165.68 |
| 2016-09-30 | $214k | 1.3k | 158.99 |
| 2016-06-30 | $204k | 1.3k | 151.56 |
| 2015-09-30 | $225k | 1.6k | 145.16 |
| 2015-06-30 | $256k | 1.6k | 162.44 |
| 2015-03-31 | $576k | 3.6k | 160.62 |
| 2014-12-31 | $259k | 1.6k | 160.77 |
| 2014-09-30 | $356k | 1.9k | 189.77 |
| 2014-06-30 | $306k | 1.7k | 181.17 |
| 2014-03-31 | $325k | 1.7k | 192.54 |
| 2013-12-31 | $316k | 1.7k | 187.31 |
| 2013-09-30 | $276k | 1.5k | 185.11 |
| 2013-06-30 | $285k | 1.5k | 191.15 |
| 2013-03-31 | $309k | 1.4k | 213.25 |
| 2012-12-31 | $160k | 837 | 191.16 |
| 2012-09-30 | $204k | 981 | 207.95 |
| 2012-06-30 | $192k | 1.0k | 191.43 |
| 2011-12-31 | $201k | 1.1k | 183.56 |
| 2011-09-30 | $196k | 1.1k | 175.16 |
| 2011-03-31 | $189k | 1.2k | 162.79 |
| 2010-12-31 | $170k | 1.2k | 146.43 |
Top funds holding International Business Machines
View all funds holding International Business Machines