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International Business Machines shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Stonehaven Wealth & Tax Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 696 296.21

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
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
Ameriprise Financial

View all funds holding International Business Machines