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International Business Machines shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 19k 221.08
2024-06-30 $2.9M 17k 172.95
2024-03-31 $3.0M 16k 190.97
2023-12-31 $2.3M 14k 163.55
2023-09-30 $1.8M 13k 140.30
2023-06-30 $1.8M 14k 133.81
2023-03-31 $1.7M 13k 131.09
2022-12-31 $1.9M 14k 140.89
2022-09-30 $1.2M 10k 118.82
2022-06-30 $1.2M 8.8k 141.24
2022-03-31 $1.1M 8.4k 130.07
2021-12-31 $1.4M 11k 133.68
2021-09-30 $1.3M 9.1k 138.92
2021-06-30 $1.2M 8.5k 146.63
2021-03-31 $1.0M 7.9k 133.28
2020-12-31 $705k 5.6k 125.89
2020-09-30 $660k 5.4k 121.59
2020-06-30 $648k 5.4k 120.74
2020-03-31 $203k 1.8k 111.17
2019-12-31 $292k 2.2k 133.94
2019-09-30 $376k 2.6k 145.34
2019-06-30 $301k 2.2k 137.76
2019-03-31 $279k 2.0k 141.12
2018-12-31 $194k 1.7k 113.85
2018-09-30 $259k 1.7k 151.11
2018-06-30 $309k 2.2k 139.76
2018-03-31 $364k 2.4k 153.46
2017-12-31 $260k 1.7k 153.21
2017-09-30 $173k 1.2k 145.13
2017-06-30 $26k 167 155.69
2017-03-31 $29k 167 173.65
2016-12-31 $28k 167 167.66
2016-09-30 $27k 167 161.68
2016-06-30 $25k 167 149.70

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding International Business Machines

Vanguard Group
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BlackRock
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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