WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in IBM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $238,911,433 | 806,561 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $222,986,533 | 790,284 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $322,912,034 | 1,095,434 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $288,039,289 | 1,158,366 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $199,623,885 | 908,083 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $172,324,785 | 779,468 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $122,916,948 | 710,708 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $126,667,587 | 663,320 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $108,136,806 | 661,185 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $33,500,413 | 238,777 | Shares | Sole | 2023-11-13 |
| 2023-09-30 | $420,900 | 3,000 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $18,265,198 | 136,501 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $17,680,632 | 134,874 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $1,774,932 | 12,598 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $1,488,570 | 12,529 | Shares | Sole | 2022-10-17 |
| 2022-06-30 | $1,851,283 | 13,112 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $1,632,921 | 12,559 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $1,723,011 | 12,891 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,695,318 | 12,764 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $1,788,369 | 12,761 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $1,492,613 | 11,716 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $1,386,244 | 11,519 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $1,339,416 | 11,515 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $3,793,979 | 32,860 | Shares | Sole | 2020-10-13 |
| 2020-03-31 | $5,473,429 | 51,611 | Shares | Sole | 2020-05-01 |