International Business Machines shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in International Business Machines
Tip: Access up to 7 years of quarterly data
All positions including International Business Machines held by Summit Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $428k | 1.9k | 221.05 |
| 2024-06-30 | $317k | 1.8k | 172.92 |
| 2024-03-31 | $350k | 1.8k | 191.00 |
| 2023-12-31 | $299k | 1.8k | 163.58 |
| 2023-09-30 | $503k | 3.6k | 140.30 |
| 2023-06-30 | $600k | 4.5k | 133.81 |
| 2023-03-31 | $588k | 4.5k | 131.08 |
| 2022-12-31 | $417k | 3.0k | 140.88 |
| 2022-09-30 | $352k | 3.0k | 118.79 |
| 2022-06-30 | $708k | 5.0k | 141.19 |
| 2022-03-31 | $280k | 2.2k | 130.00 |
| 2021-12-31 | $287k | 2.1k | 133.66 |
| 2021-09-30 | $311k | 2.2k | 138.90 |
| 2021-06-30 | $328k | 2.2k | 146.61 |
| 2021-03-31 | $288k | 2.2k | 133.28 |
| 2020-12-31 | $272k | 2.2k | 125.89 |
| 2020-09-30 | $263k | 2.2k | 121.66 |
| 2020-06-30 | $255k | 2.1k | 120.76 |
| 2020-03-31 | $234k | 2.1k | 110.95 |
| 2019-12-31 | $327k | 2.4k | 134.04 |
Top funds holding International Business Machines
View all funds holding International Business Machines