International Business Machines shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in International Business Machines
Tip: Access up to 7 years of quarterly data
All positions including International Business Machines held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in International Business Machines by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $698k | 2.5k | 282.21 |
| 2025-06-30 | $718k | 2.4k | 294.73 |
| 2025-03-31 | $602k | 2.4k | 248.62 |
| 2024-12-31 | $519k | 2.4k | 219.79 |
| 2024-09-30 | $500k | 2.3k | 221.11 |
| 2024-06-30 | $388k | 2.2k | 172.94 |
| 2024-03-31 | $305k | 1.6k | 190.96 |
| 2023-09-30 | $215k | 1.5k | 140.32 |
| 2023-06-30 | $205k | 1.5k | 133.80 |
More positions owned by Wescott Financial Advisory Group
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Top funds holding International Business Machines
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