International Business Machines shares owned by UMA Financial Services
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in International Business Machines
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Quarterly reported holdings in International Business Machines by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $181k | 643 | 282.01 |
| 2025-06-30 | $133k | 451 | 294.55 |
| 2025-03-31 | $107k | 432 | 248.46 |
| 2024-12-31 | $90k | 409 | 219.65 |
| 2022-12-31 | $216k | 1.5k | 141.45 |
| 2022-06-30 | $202k | 1.5k | 132.20 |
| 2022-03-31 | $210k | 1.5k | 137.52 |
| 2021-12-31 | $402k | 3.0k | 134.85 |
| 2021-09-30 | $431k | 3.0k | 144.58 |
| 2021-06-30 | $420k | 3.0k | 140.89 |
| 2020-06-30 | $487k | 3.8k | 126.99 |
| 2020-03-31 | $622k | 5.2k | 119.25 |
| 2019-12-31 | $562k | 4.1k | 136.54 |
| 2019-09-30 | $709k | 5.2k | 136.01 |
Top funds holding International Business Machines
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