A detailed history of Summit Financial Strategies, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 799 shares of IBM stock, worth $209,665. This represents 0.02% of its overall portfolio holdings.

Number of Shares
799
Holding current value
$209,665
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025

BUY
$221.03 - $294.78 $176,602 - $235,529
799 New
799 $235,000
Q3 2022

Oct 21, 2022

BUY
$118.81 - $141.12 $18,296 - $21,732
154 Added 9.08%
1,850 $220,000
Q2 2022

Jul 25, 2022

BUY
$125.98 - $142.88 $213,662 - $242,324
1,696 New
1,696 $239,000

Others Institutions Holding IBM

About INTERNATIONAL BUSINESS MACHINES CORP


  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $235B
  • Description
  • International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...
More about IBM
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