International Business Machines shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $218k | 734 | 296.41 |
| 2025-06-30 | $208k | 705 | 294.98 |
| 2020-12-31 | $1.6M | 12k | 125.91 |
| 2020-09-30 | $1.5M | 12k | 121.67 |
| 2020-06-30 | $1.4M | 12k | 120.74 |
| 2020-03-31 | $1.3M | 12k | 110.90 |
| 2019-12-31 | $1.6M | 12k | 134.05 |
| 2019-09-30 | $1.7M | 12k | 145.42 |
| 2019-06-30 | $1.6M | 12k | 137.93 |
| 2019-03-31 | $1.7M | 12k | 141.12 |
| 2018-12-31 | $1.8M | 16k | 113.67 |
More positions owned by Summit Wealth & Retirement Planning
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