INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 53,750 Value ($000) $15,921 Avg Close $298.78 Range $262.11 - $324.90

Q2 2025

Shares 46,361 Value ($000) $13,666 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 39,467 Value ($000) $9,814 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 41,134 Value ($000) $9,042 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 35,081 Value ($000) $7,756 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 31,481 Value ($000) $5,445 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 28,273 Value ($000) $5,399 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 26,338 Value ($000) $4,308 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 26,646 Value ($000) $3,738 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 98,025 Value ($000) $3,162 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 117,680 Value ($000) $2,722 Avg Close $120.73 Range $110.43 - $131.92

Q4 2022

Shares 18,438 Value ($000) $2,598 Avg Close $123.05 Range $102.35 - $137.32

Q3 2022

Shares 19,527 Value ($000) $2,320 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 12,484 Value ($000) $1,763 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 11,857 Value ($000) $1,542 Avg Close $112.10 Range $102.68 - $121.43

Q4 2021

Shares 10,752 Value ($000) $1,437 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 10,563 Value ($000) $1,468 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 10,050 Value ($000) $1,473 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 8,487 Value ($000) $1,131 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 7,255 Value ($000) $913 Avg Close $93.41 Range $81.15 - $103.82

Q2 2020

Shares 7,446 Value ($000) $899 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 8,716 Value ($000) $967 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 9,394 Value ($000) $1,259 Avg Close $99.90 Range $95.55 - $107.55

Q3 2019

Shares 9,177 Value ($000) $1,335 Avg Close $102.47 Range $94.04 - $110.34

Q2 2019

Shares 8,530 Value ($000) $1,176 Avg Close $98.62 Range $91.51 - $103.66

Q1 2019

Shares 6,509 Value ($000) $918 Avg Close $94.64 Range $78.71 - $101.33

Q4 2018

Shares 7,141 Value ($000) $812 Avg Close $87.95 Range $74.66 - $107.42

Q3 2018

Shares 7,161 Value ($000) $1,083 Avg Close $101.25 Range $95.14 - $106.71

Q2 2018

Shares 7,980 Value ($000) $1,115 Avg Close $99.95 Range $94.63 - $110.30

Q1 2018

Shares 8,030 Value ($000) $1,232 Avg Close $107.30 Range $98.32 - $115.38

Q4 2017

Shares 6,985 Value ($000) $1,072 Avg Close $102.11 Range $96.94 - $108.49

Q3 2017

Shares 6,834 Value ($000) $991 Avg Close $96.87 Range $92.88 - $103.07

Q2 2017

Shares 8,621 Value ($000) $1,326 Avg Close $103.77 Range $98.95 - $115.36

Q1 2017

Shares 9,779 Value ($000) $1,703 Avg Close $114.39 Range $107.32 - $119.58

Q4 2016

Shares 9,741 Value ($000) $1,592 Avg Close $103.05 Range $95.06 - $110.31

Q3 2016

Shares 9,839 Value ($000) $1,563 Avg Close $101.76 Range $95.61 - $106.13

Q2 2016

Shares 9,293 Value ($000) $1,410 Avg Close $95.13 Range $90.08 - $99.15

Q1 2016

Shares 9,880 Value ($000) $1,496 Avg Close $84.07 Range $73.78 - $96.70

Q4 2015

Shares 7,539 Value ($000) $1,037 Avg Close $87.52 Range $82.31 - $94.87

Q3 2015

Shares 7,572 Value ($000) $1,098 Avg Close $95.35 Range $87.10 - $106.76

Q2 2015

Shares 6,954 Value ($000) $1,131,111 Avg Close $102.99 Range $96.57 - $107.49

Q1 2015

Shares 7,906 Value ($000) $1,268,993 Avg Close $96.47 Range $90.53 - $100.82

Q4 2014

Shares 5,948 Value ($000) $954 Avg Close $100.47 Range $91.12 - $114.79

Q3 2014

Shares 5,846 Value ($000) $1,110 Avg Close $114.33 Range $108.62 - $117.41

Q2 2014

Shares 6,550 Value ($000) $1,187 Avg Close $112.28 Range $107.17 - $118.40

Q1 2014

Shares 6,039 Value ($000) $1,163 Avg Close $109.22 Range $101.79 - $116.27

Q4 2013

Shares 5,954 Value ($000) $1,117 Avg Close $106.40 Range $101.46 - $111.01

Q3 2013

Shares 7,785 Value ($000) $1,442 Avg Close $111.55 Range $106.48 - $117.56

Q2 2013

Shares 7,304 Value ($000) $1,396 Avg Close $118.94 Range $109.29 - $125.13

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	53,750	$15,921	$298.78	$262.11 - $324.90
Q2 2025	46,361	$13,666	$253.82	$210.49 - $292.56
Q1 2025	39,467	$9,814	$239.40	$209.20 - $261.47
Q4 2024	41,134	$9,042	$216.31	$196.83 - $233.32
Q3 2024	35,081	$7,756	$188.97	$166.24 - $216.80
Q2 2024	31,481	$5,445	$165.85	$154.39 - $183.50
Q1 2024	28,273	$5,399	$172.56	$148.54 - $189.10
Q4 2023	26,338	$4,308	$141.50	$126.39 - $156.49
Q3 2023	26,646	$3,738	$131.75	$120.98 - $141.33
Q2 2023	98,025	$3,162	$118.05	$110.47 - $128.27
Q1 2023	117,680	$2,722	$120.73	$110.43 - $131.92
Q4 2022	18,438	$2,598	$123.05	$102.35 - $137.32
Q3 2022	19,527	$2,320	$115.64	$105.06 - $124.09
Q2 2022	12,484	$1,763	$117.50	$107.95 - $126.60
Q1 2022	11,857	$1,542	$112.10	$102.68 - $121.43
Q4 2021	10,752	$1,437	$106.49	$97.83 - $117.62
Q3 2021	10,563	$1,468	$112.12	$106.97 - $117.48
Q2 2021	10,050	$1,473	$113.44	$102.70 - $121.73
Q1 2021	8,487	$1,131	$98.07	$91.22 - $107.97
Q4 2020	7,255	$913	$93.41	$81.15 - $103.82
Q2 2020	7,446	$899	$91.40	$78.00 - $102.76
Q1 2020	8,716	$967	$98.28	$67.58 - $117.24
Q4 2019	9,394	$1,259	$99.90	$95.55 - $107.55
Q3 2019	9,177	$1,335	$102.47	$94.04 - $110.34
Q2 2019	8,530	$1,176	$98.62	$91.51 - $103.66
Q1 2019	6,509	$918	$94.64	$78.71 - $101.33
Q4 2018	7,141	$812	$87.95	$74.66 - $107.42
Q3 2018	7,161	$1,083	$101.25	$95.14 - $106.71
Q2 2018	7,980	$1,115	$99.95	$94.63 - $110.30
Q1 2018	8,030	$1,232	$107.30	$98.32 - $115.38
Q4 2017	6,985	$1,072	$102.11	$96.94 - $108.49
Q3 2017	6,834	$991	$96.87	$92.88 - $103.07
Q2 2017	8,621	$1,326	$103.77	$98.95 - $115.36
Q1 2017	9,779	$1,703	$114.39	$107.32 - $119.58
Q4 2016	9,741	$1,592	$103.05	$95.06 - $110.31
Q3 2016	9,839	$1,563	$101.76	$95.61 - $106.13
Q2 2016	9,293	$1,410	$95.13	$90.08 - $99.15
Q1 2016	9,880	$1,496	$84.07	$73.78 - $96.70
Q4 2015	7,539	$1,037	$87.52	$82.31 - $94.87
Q3 2015	7,572	$1,098	$95.35	$87.10 - $106.76
Q2 2015	6,954	$1,131,111	$102.99	$96.57 - $107.49
Q1 2015	7,906	$1,268,993	$96.47	$90.53 - $100.82
Q4 2014	5,948	$954	$100.47	$91.12 - $114.79
Q3 2014	5,846	$1,110	$114.33	$108.62 - $117.41
Q2 2014	6,550	$1,187	$112.28	$107.17 - $118.40
Q1 2014	6,039	$1,163	$109.22	$101.79 - $116.27
Q4 2013	5,954	$1,117	$106.40	$101.46 - $111.01
Q3 2013	7,785	$1,442	$111.55	$106.48 - $117.56
Q2 2013	7,304	$1,396	$118.94	$109.29 - $125.13