International Business Machines shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $366k | 1.2k | 296.21 |
| 2023-06-30 | $601k | 4.5k | 133.81 |
| 2023-03-31 | $588k | 4.5k | 131.09 |
| 2022-12-31 | $559k | 4.0k | 140.88 |
| 2022-09-30 | $414k | 3.5k | 118.86 |
| 2022-06-30 | $473k | 3.3k | 141.28 |
| 2022-03-31 | $415k | 3.2k | 130.05 |
| 2021-12-31 | $320k | 2.4k | 133.67 |
| 2021-09-30 | $278k | 2.0k | 138.86 |
| 2021-06-30 | $279k | 1.9k | 146.84 |
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