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International Business Machines shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 1.0k 282.14
2025-06-30 $301k 1.0k 294.81
2025-03-31 $255k 1.0k 248.30
2024-12-31 $223k 1.0k 219.92
2024-09-30 $223k 1.0k 220.57
2023-03-31 $997 81k 0.01

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Broad Usd High (USHY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr National Mun Etf (MUB)

View all positions for Summit Wealth Group

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Morgan Stanley
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

View all funds holding International Business Machines