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International Business Machines shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $232M 790k 293.87
2025-06-30 $320M 1.1M 291.97
2025-03-31 $288M 1.2M 248.66
2024-12-31 $173M 784k 221.08
2024-06-30 $123M 711k 172.95
2024-03-31 $127M 663k 190.96
2023-12-31 $108M 661k 163.55
2023-09-30 $34M 242k 140.30
2023-06-30 $18M 137k 133.81
2023-03-31 $18M 135k 131.09
2022-12-31 $1.7M 13k 135.30
2022-09-30 $1.5M 13k 118.84
2022-06-30 $1.8M 13k 140.48
2022-03-31 $1.6M 13k 130.27
2021-12-31 $1.7M 13k 133.58
2021-09-30 $1.6M 13k 127.15
2021-06-30 $1.8M 13k 140.43
2021-03-31 $1.6M 12k 134.18
2020-12-31 $1.5M 12k 128.40
2020-09-30 $1.5M 12k 127.23
2020-06-30 $4.2M 33k 128.67
2020-03-31 $6.5M 52k 126.27
2019-12-31 $2.0M 15k 134.05
2019-09-30 $2.1M 15k 142.76
2019-06-30 $3.4M 23k 150.86
2019-03-31 $4.9M 35k 140.45
2018-12-31 $1.9M 15k 123.79
2018-09-30 $1.9M 15k 126.74
2018-06-30 $2.1M 15k 144.47
2018-03-31 $3.5M 22k 158.05
2017-12-31 $3.9M 24k 163.13
2017-09-30 $3.7M 25k 146.49
2017-06-30 $2.3M 15k 152.75
2016-12-31 $2.1M 13k 166.04
2016-09-30 $658k 4.2k 157.00

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

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