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International Business Machines shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by TRUE Private 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 6.3k 221.09
2024-06-30 $1.1M 6.5k 172.95
2024-03-31 $1.2M 6.4k 190.97
2023-12-31 $929k 5.7k 163.55
2023-09-30 $804k 5.7k 140.29
2023-06-30 $724k 5.4k 133.80
2023-03-31 $709k 5.4k 131.10
2022-12-31 $810k 5.7k 140.89
2022-09-30 $681k 5.7k 118.68
2022-06-30 $914k 6.5k 141.18
2022-03-31 $889k 6.5k 137.36
2021-12-31 $864k 6.5k 133.52
2021-09-30 $788k 5.7k 138.85
2021-06-30 $831k 5.7k 146.46
2021-03-31 $759k 5.7k 133.23
2020-12-31 $622k 4.9k 125.78
2020-09-30 $619k 5.1k 121.54
2020-06-30 $639k 5.3k 120.75
2020-03-31 $552k 5.0k 110.91
2019-12-31 $791k 5.9k 133.98
2019-09-30 $861k 5.9k 145.37
2019-06-30 $830k 6.0k 137.76
2019-03-31 $862k 6.1k 141.08
2018-12-31 $685k 6.0k 113.64
2018-09-30 $1.1M 7.2k 151.20
2018-06-30 $1.0M 7.2k 139.63
2018-03-31 $966k 6.3k 153.38
2017-12-31 $940k 6.1k 153.29
2017-09-30 $778k 5.4k 145.04
2017-06-30 $824k 5.4k 153.70
2017-03-31 $1.0M 6.0k 172.01
2016-12-31 $1.0M 6.0k 174.18
2016-09-30 $920k 6.0k 153.67
2016-06-30 $908k 6.0k 151.69
2016-03-31 $914k 6.0k 151.37
2015-12-31 $661k 4.8k 137.57

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Goldman Sachs Group
CalPERS

View all funds holding International Business Machines