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International Business Machines shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in International Business Machines by LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $330k 1.7k 190.96
2016-03-31 $249k 1.6k 151.46
2015-12-31 $234k 1.7k 137.89
2015-09-30 $201k 1.4k 144.71
2015-03-31 $889k 5.5k 160.59
2014-12-31 $824k 5.1k 160.37

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Ishares Tr Mbs Etf (MBB)
Broadcom (AVGO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for LVW Advisors

Top funds holding International Business Machines

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Bank of New York Mellon
Amundi
Legal & General Group
Jpmorgan Chase & Co
Susquehanna International
Charles Schwab Investment Management
Goldman Sachs Group
Norges Bank Investment Management
CalPERS
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding International Business Machines