Ownership history in Widmann Financial Services, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Widmann Financial Services, Inc. reported a position in International Business Machines Corp (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 15,075 | +12 | +0.1% | 2.73% | $4.5M | $294.53 |
| 2025 Q3 | ADDED | 15,063 | +25 | +0.2% | 2.67% | $4.3M | $279.02 |
| 2025 Q2 | REDUCED | 15,038 | -51 | -0.3% | 3.09% | $4.4M | $289.54 |
| 2025 Q1 | ADDED | 15,089 | +293 | +2.0% | 2.91% | $3.8M | $242.63 |
| 2024 Q4 | REDUCED | 14,796 | -138 | -0.9% | 2.52% | $3.3M | $213.08 |
| 2024 Q3 | REDUCED | 14,934 | -46 | -0.3% | 2.50% | $3.3M | $212.61 |
| 2024 Q2 | ADDED | 14,980 | +270 | +1.8% | 2.11% | $2.6M | $164.89 |
| 2024 Q1 | REDUCED | 14,710 | -542 | -3.6% | 2.36% | $2.8M | $180.27 |
| 2023 Q4 | REDUCED | 15,252 | -17 | -0.1% | 2.25% | $2.5M | $153.00 |
| 2023 Q3 | REDUCED | 15,269 | -91 | -0.6% | 2.13% | $2.1M | $129.77 |
As of 2025 Q4 — sorted by position size