Modera Wealth Management »

International Business Machines shares owned by Modera Wealth Management

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 19k 190.96
2023-12-31 $2.9M 18k 163.55
2023-09-30 $2.5M 18k 140.30
2023-06-30 $2.7M 20k 133.81
2023-03-31 $1.6M 12k 131.09
2022-12-31 $1.5M 11k 140.88
2022-09-30 $1.3M 11k 118.82
2022-06-30 $1.6M 11k 141.17
2022-03-31 $1.4M 11k 129.97
2021-12-31 $2.6M 19k 133.65
2021-09-30 $1.6M 12k 138.94
2021-06-30 $1.5M 10k 146.64
2021-03-31 $1.4M 11k 133.28
2020-12-31 $1.5M 12k 125.82
2020-09-30 $1.2M 9.5k 121.69
2020-06-30 $1.2M 9.6k 120.75
2020-03-31 $1.1M 9.6k 110.91
2019-12-31 $1.3M 9.4k 134.03
2019-09-30 $1.4M 9.4k 145.42
2019-06-30 $1.3M 9.3k 137.91
2019-03-31 $2.3M 16k 141.09
2018-12-31 $1.1M 9.5k 113.69
2018-09-30 $1.6M 11k 151.20
2018-06-30 $1.4M 10k 139.74
2018-03-31 $1.3M 8.4k 153.40
2017-12-31 $1.3M 8.7k 153.41
2017-09-30 $1.3M 9.1k 145.12
2017-06-30 $1.5M 9.7k 153.85
2017-03-31 $1.8M 10k 174.10
2016-12-31 $1.4M 8.7k 166.05
2016-09-30 $1.4M 9.0k 158.87
2016-06-30 $1.3M 8.3k 151.80
2016-03-31 $1.2M 7.6k 151.44
2015-12-31 $840k 6.1k 137.64
2015-09-30 $821k 5.7k 144.98
2015-06-30 $918k 5.6k 162.59
2015-03-31 $861k 5.7k 152.07
2014-12-31 $855k 5.3k 160.41
2014-09-30 $1.3M 6.6k 189.80
2014-06-30 $973k 5.4k 181.26
2014-03-31 $995k 5.2k 192.53
2013-12-31 $1.0M 5.4k 187.64
2013-09-30 $997k 5.4k 185.28
2013-06-30 $1.0M 5.5k 191.08
2013-03-31 $1.2M 5.6k 213.24
2012-12-31 $1.1M 5.6k 191.61
2012-09-30 $1.2M 5.9k 207.51
2012-03-31 $1.2M 6.0k 208.59
2011-12-31 $1.2M 6.3k 183.90

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Modera Wealth Management

Top funds holding International Business Machines

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Northern Trust
Amundi
Bank of New York Mellon
Legal & General Group
Jpmorgan Chase & Co
Susquehanna International
Ameriprise Financial
Charles Schwab Investment Management
CalPERS
FMR

View all funds holding International Business Machines