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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

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Quarterly reported holdings in International Business Machines by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
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