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
2025-09-30 $5.6M 20k 282.15
2025-06-30 $5.6M 19k 294.78
2025-03-31 $4.8M 19k 248.65
2024-12-31 $4.0M 18k 219.83
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 140.91
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 S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard High High Div Yld (VYM)
Stryker Corporation (SYK)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang 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