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International Business Machines shares owned by Williams Financial

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

Historical chart of Williams Financial investment in International Business Machines

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

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Quarterly reported holdings in International Business Machines by Williams Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 941 282.16
2025-06-30 $277k 941 294.78
2025-03-31 $211k 847 248.66
2024-06-30 $6.7M 39k 173.78
2021-06-30 $235k 1.6k 146.88
2021-03-31 $209k 1.6k 133.04

More positions owned by Williams Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
International Business Machines (IBM)
Toronto Dominion Bk Ont Com New (TD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
SYSCO Corporation (SYY)

View all positions for Williams 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