Zhang Financial »

International Business Machines shares owned by Zhang Financial

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

Historical chart of Zhang Financial investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in International Business Machines by Zhang Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 17k 221.08
2024-06-30 $3.0M 17k 172.95
2024-03-31 $2.8M 15k 190.96
2023-12-31 $1.9M 12k 163.55
2023-09-30 $1.7M 12k 140.30
2023-06-30 $1.9M 14k 133.81
2023-03-31 $2.2M 17k 131.09
2022-12-31 $2.4M 17k 140.89
2022-09-30 $2.0M 17k 118.80
2022-06-30 $2.3M 17k 141.21
2022-03-31 $3.5M 27k 130.03
2021-12-31 $3.5M 27k 133.67
2021-09-30 $367k 2.6k 138.75
2021-06-30 $402k 2.7k 146.45
2021-03-31 $352k 2.6k 133.08
2020-12-31 $424k 3.4k 125.74
2020-09-30 $341k 2.8k 121.57
2017-12-31 $207k 1.3k 163.51
2017-03-31 $207k 1.3k 163.51
2016-06-30 $206k 1.4k 151.47
2016-03-31 $206k 1.4k 151.47
2015-09-30 $206k 1.4k 145.07
2015-06-30 $231k 1.4k 162.68
2015-03-31 $228k 1.4k 160.56
2014-12-31 $228k 1.4k 160.56
2014-09-30 $270k 1.4k 190.14
2014-06-30 $257k 1.4k 180.99
2014-03-31 $273k 1.4k 192.25
2013-12-31 $266k 1.4k 187.32
2013-09-30 $263k 1.4k 185.21
2013-06-30 $271k 1.4k 190.85
2013-03-31 $303k 1.4k 213.38
2012-12-31 $272k 1.4k 191.55
2012-09-30 $282k 1.4k 207.51
2012-06-30 $219k 1.1k 195.19

More positions owned by Zhang Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard S&p S&p 500 Etf Shs (VOO)
Dimensional Us Us Equity Etf (DFUS)
Dimensional Us Us Core Equity 2 (DFAC)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Small Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard High High Div Yld (VYM)
Vanguard Total Total Bnd Mrkt (BND)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

Top funds holding International Business Machines

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Goldman Sachs Group
CalPERS

View all funds holding International Business Machines