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International Business Machines shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $235k 795 296.07
2025-09-30 $206k 729 282.27
2025-06-30 $236k 799 294.89
2022-09-30 $220k 1.9k 118.92
2022-06-30 $239k 1.7k 140.92
2017-06-30 $238k 1.6k 153.55
2017-03-31 $246k 1.4k 174.10
2016-12-31 $235k 1.4k 166.31
2015-03-31 $227k 1.4k 160.20
2014-12-31 $235k 1.5k 160.63