International Business Machines shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.5k | 282.14 |
| 2025-06-30 | $1.3M | 4.6k | 294.76 |
| 2025-03-31 | $1.0M | 4.1k | 248.67 |
| 2024-12-31 | $893k | 4.1k | 219.85 |
| 2024-09-30 | $894k | 4.0k | 221.10 |
| 2024-06-30 | $663k | 3.8k | 172.97 |
| 2024-03-31 | $728k | 3.8k | 190.98 |
| 2023-09-30 | $494k | 3.5k | 140.30 |
| 2023-06-30 | $468k | 3.5k | 133.80 |
| 2023-03-31 | $446k | 3.4k | 131.08 |
| 2022-09-30 | $418k | 3.5k | 118.89 |
| 2022-06-30 | $493k | 3.5k | 141.30 |
| 2022-03-31 | $465k | 3.6k | 130.03 |
| 2021-12-31 | $564k | 4.2k | 133.55 |
| 2021-09-30 | $749k | 5.4k | 138.99 |
| 2021-06-30 | $819k | 5.6k | 146.62 |
| 2021-03-31 | $774k | 5.8k | 133.26 |
| 2020-12-31 | $825k | 6.6k | 125.84 |
| 2020-09-30 | $1.0M | 8.6k | 121.63 |
| 2020-06-30 | $982k | 8.1k | 120.76 |
| 2020-03-31 | $878k | 7.9k | 110.96 |
| 2019-12-31 | $1.1M | 8.5k | 134.07 |
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