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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
2025-09-30 $572k 2.0k 282.15
2025-06-30 $450k 1.5k 294.81
2025-03-31 $370k 1.5k 248.62
2024-12-31 $340k 1.5k 219.88
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 Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Global 100 Etf (IOO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Whelan Financial

Top funds holding International Business Machines

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

View all funds holding International Business Machines