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International Business Machines shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $343k 1.2k 294.78
2025-03-31 $277k 1.1k 248.66
2024-12-31 $248k 1.1k 219.83

More positions owned by Total Wealth Planning & Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
Unum (UNM)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Cheniere Energy Com New (LNG)
Home Depot (HD)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
Verizon Communications Put Option (VZ)
Alphabet Cap Stk Cl A (GOOGL)
Merck & Co (MRK)

View all positions for Total Wealth Planning & Management

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