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International Business Machines shares owned by Whelan Financial

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Whelan Financial from 13F filings

Historical chart of Whelan Financial investment in International Business Machines

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All positions including International Business Machines held by Whelan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Whelan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $290k 1.3k 221.14
2024-06-30 $217k 1.3k 172.89
2024-03-31 $251k 1.3k 191.02

More positions owned by Whelan Financial

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Global 100 Etf (IOO)
NVIDIA Corporation (NVDA)
Lowe's Companies (LOW)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)

View all positions for Whelan Financial

Top funds holding International Business Machines

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Amundi
Ubs Global Asset Management Americas
Ameriprise Financial
Charles Schwab Investment Management
Goldman Sachs Group
Royal Bank of Canada

View all funds holding International Business Machines