Up Strategic Wealth Investment Advisors »

International Business Machines shares owned by Up Strategic Wealth Investment Advisors

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

Historical chart of Up Strategic Wealth Investment Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Up Strategic Wealth Investment 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 Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $280k 935 298.93
2025-09-30 $259k 922 280.75
2025-06-30 $272k 922 294.78

More positions owned by Up Strategic Wealth Investment Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Amazon (AMZN)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Northern Trust
Norges Bank Investment Management
Goldman Sachs Group
Susquehanna International
Ubs Global Asset Management Americas
Bank of New York Mellon
Legal & General Group
Charles Schwab Investment Management
FMR

View all funds holding International Business Machines