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International Business Machines shares owned by W Advisors

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

Historical chart of W Advisors investment in International Business Machines

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

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Quarterly reported holdings in International Business Machines by W Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $433k 2.0k 221.08
2024-06-30 $337k 1.9k 172.95
2024-03-31 $369k 1.9k 190.96
2023-12-31 $315k 1.9k 163.55
2023-09-30 $237k 1.7k 140.30
2023-06-30 $255k 1.9k 133.81
2023-03-31 $249k 1.9k 131.09
2022-12-31 $243k 1.7k 140.89
2022-09-30 $247k 2.1k 118.58
2022-06-30 $297k 2.1k 141.05
2021-12-31 $205k 1.5k 133.72

More positions owned by W Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Merck & Co (MRK)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Exxon Mobil Corporation (XOM)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for W 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