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International Business Machines shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $422k 1.9k 219.83
2024-09-30 $406k 1.8k 221.08
2024-06-30 $289k 1.7k 172.95
2024-03-31 $322k 1.7k 190.96
2023-12-31 $283k 1.7k 163.55
2021-12-31 $1.0k 11 90.91
2021-09-30 $10k 75 133.33
2021-06-30 $11k 75 146.67
2021-03-31 $1.0k 11 90.91
2020-12-31 $1.0k 11 90.91

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional International Value Etf Etf (DFIV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Lockheed Martin Corp Stock (LMT)

View all positions for True Link Financial Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Amundi
Ubs Global Asset Management Americas
Ameriprise Financial
Charles Schwab Investment Management
Goldman Sachs Group
Royal Bank of Canada

View all funds holding International Business Machines