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ShankerValleau Wealth Advisors »

International Business Machines shares owned by ShankerValleau Wealth Advisors

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

Historical chart of ShankerValleau Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$292k	1.0k	282.16
2025-06-30	$305k	1.0k	294.78
2025-03-31	$257k	1.0k	248.66
2024-12-31	$228k	1.0k	219.83
2024-09-30	$229k	1.0k	221.08

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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Dimensional Etf Trust Internatnal Val (DFIV)

American Centy Etf Tr Real Estate Etf (AVRE)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Vanguard Malvern Fds Core Bd Etf (VCRB)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Vanguard Malvern Fds Strm Infproidx (VTIP)

American Centy Etf Tr Intl Eqt Etf (AVDE)

American Centy Etf Tr Avantis Us Larg (AVLC)

Dimensional Etf Trust Intl Small Cap V (DISV)

Progressive Corporation (PGR)

View all positions for ShankerValleau Wealth Advisors

Top funds holding International Business Machines

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Legal & General Group

Susquehanna International

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Ubs Global Asset Management Americas

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