TruWealth Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in International Business Machines by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by TruWealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for TruWealth Advisors

Top funds holding International Business Machines

Vanguard Group
Bank of America Corporation
Bank of New York Mellon
Amundi
Jpmorgan Chase & Co
Legal & General Group
Charles Schwab Investment Management
CalPERS
Goldman Sachs Group
Norges Bank Investment Management
Royal Bank of Canada
Ubs Global Asset Management Americas
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company

View all funds holding International Business Machines