Waldron »

International Business Machines shares owned by Waldron

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

Historical chart of Waldron investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 8.4k 219.83
2024-09-30 $1.8M 8.2k 221.08
2024-06-30 $1.3M 7.8k 172.95
2024-03-31 $1.6M 8.2k 190.97
2023-12-31 $1.3M 8.2k 163.56
2023-09-30 $1.2M 8.6k 140.31
2023-06-30 $1.2M 8.6k 133.82
2023-03-31 $1.5M 11k 131.01
2022-12-31 $1.2M 9.8k 118.76
2022-09-30 $1.2M 9.8k 118.76
2022-06-30 $1.4M 9.7k 141.14
2022-03-31 $1.1M 8.6k 129.94
2021-12-31 $1.3M 9.7k 133.66
2021-09-30 $1.4M 10k 138.93
2021-06-30 $1.0M 6.9k 146.53
2021-03-31 $951k 7.1k 133.23
2020-12-31 $792k 6.3k 125.77
2020-09-30 $802k 6.6k 121.63
2020-06-30 $690k 5.7k 120.67
2020-03-31 $604k 5.5k 110.83
2019-12-31 $1.0M 7.5k 134.06
2019-09-30 $891k 6.1k 145.40
2019-06-30 $837k 6.1k 137.80
2019-03-31 $972k 6.9k 141.01
2018-12-31 $796k 7.0k 113.62
2018-09-30 $392k 2.6k 150.94
2018-06-30 $204k 1.5k 139.06
2018-03-31 $223k 1.5k 152.95
2017-12-31 $223k 1.5k 152.95
2017-03-31 $715k 4.1k 172.66
2016-12-31 $346k 2.1k 165.63
2016-09-30 $334k 2.1k 158.67
2016-06-30 $264k 1.8k 144.74
2016-03-31 $264k 1.8k 144.74
2015-12-31 $268k 1.9k 137.51
2015-09-30 $264k 1.8k 144.74

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Waldron

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Amundi
Ubs Global Asset Management Americas
Ameriprise Financial
Charles Schwab Investment Management
Goldman Sachs Group
Royal Bank of Canada

View all funds holding International Business Machines