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International Business Machines shares owned by Summit Wealth Group Llc / Co

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

Historical chart of Summit Wealth Group Llc / Co 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 Llc / Co 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 Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $748k 8.6k 86.56
2025-06-30 $268k 908 294.78

More positions owned by Summit Wealth Group Llc / Co

Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Nuveen Ice High (HYMB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amazon (AMZN)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust High Yld Munietf (HYD)
Adobe Systems Incorporated (ADBE)
Netflix (NFLX)
Servicenow (NOW)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Accenture Plc Ireland Shs Class A (ACN)
Visa Com Cl A (V)

View all positions for Summit Wealth Group Llc / Co

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