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International Business Machines shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 8.5k 282.17
2025-06-30 $2.5M 8.3k 294.77
2025-03-31 $1.3M 5.1k 248.64
2024-12-31 $936k 4.3k 219.82
2024-09-30 $1.3M 5.8k 221.08
2024-06-30 $219k 1.3k 172.95
2024-03-31 $312k 1.6k 190.97
2020-03-31 $281k 2.5k 110.76

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

Top funds holding International Business Machines

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

View all funds holding International Business Machines