International Business Machines shares owned by TruWealth Advisors
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in International Business Machines
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All positions including International Business Machines held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in International Business Machines by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 109k | 282.16 |
| 2025-06-30 | $31M | 104k | 294.78 |
| 2025-03-31 | $25M | 101k | 248.66 |
| 2024-12-31 | $27M | 124k | 219.83 |
| 2024-09-30 | $28M | 126k | 221.08 |
| 2024-06-30 | $22M | 124k | 172.95 |
| 2024-03-31 | $9.2M | 48k | 190.96 |
| 2021-12-31 | $313k | 2.3k | 133.59 |
| 2021-09-30 | $324k | 2.3k | 139.00 |
| 2021-06-30 | $1.3M | 8.6k | 146.59 |
| 2021-03-31 | $1.1M | 7.9k | 133.22 |
| 2020-12-31 | $961k | 7.6k | 125.85 |
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