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International Business Machines shares owned by Swan Wealth Advisors

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

Historical chart of Swan Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $430k 1.5k 296.21
2025-09-30 $352k 1.2k 282.16

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Pacer Fds Tr Psmo (PSMO)
Pacer Fds Tr PSMJ (PSMJ)
Listed Fd Tr Hegd (HEGD)
Pacer Fds Tr PSMR (PSMR)
Pacer Fds Tr PSMD (PSMD)
Pacer Fds Tr PSCW (PSCW)
Pacer Fds Tr PSCQ (PSCQ)
Select Sector Spdr Tr XLF (XLF)
Pacer Fds Tr PSCJ (PSCJ)
Select Sector Spdr Tr Xly (XLY)
Select Sector Spdr Tr XLC (XLC)

View all positions for Swan Wealth Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Northern Trust
Norges Bank Investment Management
Goldman Sachs Group
Susquehanna International
Ubs Global Asset Management Americas
Bank of New York Mellon
Legal & General Group
Charles Schwab Investment Management
FMR

View all funds holding International Business Machines