International Business Machines shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in International Business Machines
Tip: Access up to 7 years of quarterly data
All positions including International Business Machines held by Summit Financial 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 Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.5M | 21k | 172.95 |
| 2024-03-31 | $3.7M | 20k | 190.96 |
| 2023-12-31 | $3.2M | 20k | 163.55 |
| 2023-09-30 | $2.8M | 19k | 148.83 |
| 2023-06-30 | $2.5M | 18k | 133.81 |
| 2023-03-31 | $1.7M | 13k | 131.09 |
| 2022-12-31 | $1.9M | 13k | 140.89 |
| 2022-09-30 | $1.8M | 13k | 134.80 |
| 2022-06-30 | $1.5M | 12k | 128.52 |
| 2022-03-31 | $462k | 3.6k | 129.99 |
| 2021-06-30 | $206k | 1.4k | 146.93 |
| 2021-03-31 | $5.7M | 46k | 125.88 |
| 2020-12-31 | $5.6M | 46k | 121.66 |
| 2020-09-30 | $5.7M | 51k | 112.91 |
| 2020-06-30 | $6.1M | 51k | 117.72 |
| 2020-03-31 | $5.7M | 50k | 114.81 |
| 2019-12-31 | $6.8M | 49k | 138.63 |
| 2019-09-30 | $6.4M | 45k | 142.76 |
| 2019-06-30 | $1.1M | 7.9k | 137.90 |
| 2019-03-31 | $1.1M | 7.9k | 143.58 |
| 2018-12-31 | $918k | 8.1k | 113.67 |
| 2018-09-30 | $967k | 6.9k | 141.00 |
| 2018-06-30 | $292k | 1.9k | 153.68 |
| 2018-03-31 | $215k | 1.4k | 153.57 |
| 2017-06-30 | $271k | 1.8k | 153.72 |
| 2017-03-31 | $417k | 2.4k | 174.19 |
| 2016-12-31 | $1.2M | 6.9k | 165.97 |
| 2016-09-30 | $1.1M | 6.9k | 158.91 |
| 2016-06-30 | $1.1M | 7.3k | 151.79 |
| 2016-03-31 | $1.4M | 9.6k | 151.44 |
| 2015-12-31 | $1.3M | 9.4k | 137.62 |
| 2015-09-30 | $218k | 1.5k | 144.37 |
| 2015-06-30 | $348k | 2.1k | 162.39 |
| 2015-03-31 | $367k | 2.1k | 172.46 |
| 2014-12-31 | $341k | 2.1k | 160.24 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors
Top funds holding International Business Machines
View all funds holding International Business Machines