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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
2024-09-30 $229k 1.0k 221.08

More positions owned by ShankerValleau Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Oracle Corporation (ORCL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Progressive Corporation (PGR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Pepsi (PEP)
Apple (AAPL)

View all positions for ShankerValleau Wealth Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Goldman Sachs Group
CalPERS

View all funds holding International Business Machines