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International Business Machines shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group investment in International Business Machines

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All positions including International Business Machines held by Worth 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 Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 732 296.20
2025-06-30 $217k 737 294.98

More positions owned by Worth Financial Advisory Group

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Apple (AAPL)
Innovator Etfs Trust Quity Managd Flr (SFLR)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Worth Financial Advisory Group

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