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International Business Machines shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $447k 1.5k 296.21

More positions owned by Whalen Wealth Management

Ishares Tr Trust Ishare 0-1 (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Ishares Tr Ibonds Dec 2031 (IBTL)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2031 (IBDW)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen Wealth Management

Top funds holding International Business Machines

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

View all funds holding International Business Machines