INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025

Shares 18,829 Value ($000) $5,577 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 19,674 Value ($000) $5,636 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 19,679 Value ($000) $5,801 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 19,570 Value ($000) $4,866 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 19,951 Value ($000) $5,202 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 20,451 Value ($000) $4,521 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 20,451 Value ($000) $3,537 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 19,609 Value ($000) $3,745 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 19,542 Value ($000) $3,196 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 18,867 Value ($000) $2,808 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 18,367 Value ($000) $2,458 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 13,162 Value ($000) $1,725 Avg Close $120.73 Range $110.43 - $131.92

Q4 2022

Shares 13,212 Value ($000) $1,861 Avg Close $123.05 Range $102.35 - $137.32

Q3 2022

Shares 13,212 Value ($000) $1,781 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 11,640 Value ($000) $1,496 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 3,554 Value ($000) $462 Avg Close $112.10 Range $102.68 - $121.43

Q2 2021

Shares 1,402 Value ($000) $206 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 45,512 Value ($000) $5,729 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 45,922 Value ($000) $5,587 Avg Close $93.41 Range $81.15 - $103.82

Q3 2020

Shares 50,889 Value ($000) $5,746 Avg Close $93.86 Range $87.12 - $99.96

Q2 2020

Shares 51,403 Value ($000) $6,051 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 49,576 Value ($000) $5,692 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 49,030 Value ($000) $6,797 Avg Close $99.90 Range $95.55 - $107.55

Q3 2019

Shares 44,852 Value ($000) $6,403 Avg Close $102.47 Range $94.04 - $110.34

Q2 2019

Shares 7,926 Value ($000) $1,093 Avg Close $98.62 Range $91.51 - $103.66

Q1 2019

Shares 7,926 Value ($000) $1,138 Avg Close $94.64 Range $78.71 - $101.33

Q4 2018

Shares 8,076 Value ($000) $918 Avg Close $87.95 Range $74.66 - $107.42

Q3 2018

Shares 6,858 Value ($000) $967 Avg Close $101.25 Range $95.14 - $106.71

Q2 2018

Shares 1,900 Value ($000) $292 Avg Close $99.95 Range $94.63 - $110.30

Q1 2018

Shares 2,269 Value ($000) $348 Avg Close $107.30 Range $98.32 - $115.38

Q2 2017

Shares 1,763 Value ($000) $271 Avg Close $103.77 Range $98.95 - $115.36

Q1 2017

Shares 2,394 Value ($000) $417 Avg Close $114.39 Range $107.32 - $119.58

Q4 2016

Shares 6,935 Value ($000) $1,151 Avg Close $103.05 Range $95.06 - $110.31

Q3 2016

Shares 6,916 Value ($000) $1,099 Avg Close $101.76 Range $95.61 - $106.13

Q2 2016

Shares 7,260 Value ($000) $1,102 Avg Close $95.13 Range $90.08 - $99.15

Q1 2016

Shares 9,555 Value ($000) $1,447 Avg Close $84.07 Range $73.78 - $96.70

Q4 2015

Shares 9,439 Value ($000) $1,299 Avg Close $87.52 Range $82.31 - $94.87

Q3 2015

Shares 1,510 Value ($000) $218 Avg Close $95.35 Range $87.10 - $106.76

Q2 2015

Shares 2,143 Value ($000) $348 Avg Close $102.99 Range $96.57 - $107.49

Q1 2015

Shares 2,128 Value ($000) $367 Avg Close $96.47 Range $90.53 - $100.82

Q4 2014

Shares 2,128 Value ($000) $341 Avg Close $100.47 Range $91.12 - $114.79

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,829	$5,577	$298.78	$262.11 - $324.90
Q3 2025	19,674	$5,636	$259.55	$232.08 - $292.01
Q2 2025	19,679	$5,801	$253.82	$210.49 - $292.56
Q1 2025	19,570	$4,866	$239.40	$209.20 - $261.47
Q4 2024	19,951	$5,202	$216.31	$196.83 - $233.32
Q3 2024	20,451	$4,521	$188.97	$166.24 - $216.80
Q2 2024	20,451	$3,537	$165.85	$154.39 - $183.50
Q1 2024	19,609	$3,745	$172.56	$148.54 - $189.10
Q4 2023	19,542	$3,196	$141.50	$126.39 - $156.49
Q3 2023	18,867	$2,808	$131.75	$120.98 - $141.33
Q2 2023	18,367	$2,458	$118.05	$110.47 - $128.27
Q1 2023	13,162	$1,725	$120.73	$110.43 - $131.92
Q4 2022	13,212	$1,861	$123.05	$102.35 - $137.32
Q3 2022	13,212	$1,781	$115.64	$105.06 - $124.09
Q2 2022	11,640	$1,496	$117.50	$107.95 - $126.60
Q1 2022	3,554	$462	$112.10	$102.68 - $121.43
Q2 2021	1,402	$206	$113.44	$102.70 - $121.73
Q1 2021	45,512	$5,729	$98.07	$91.22 - $107.97
Q4 2020	45,922	$5,587	$93.41	$81.15 - $103.82
Q3 2020	50,889	$5,746	$93.86	$87.12 - $99.96
Q2 2020	51,403	$6,051	$91.40	$78.00 - $102.76
Q1 2020	49,576	$5,692	$98.28	$67.58 - $117.24
Q4 2019	49,030	$6,797	$99.90	$95.55 - $107.55
Q3 2019	44,852	$6,403	$102.47	$94.04 - $110.34
Q2 2019	7,926	$1,093	$98.62	$91.51 - $103.66
Q1 2019	7,926	$1,138	$94.64	$78.71 - $101.33
Q4 2018	8,076	$918	$87.95	$74.66 - $107.42
Q3 2018	6,858	$967	$101.25	$95.14 - $106.71
Q2 2018	1,900	$292	$99.95	$94.63 - $110.30
Q1 2018	2,269	$348	$107.30	$98.32 - $115.38
Q2 2017	1,763	$271	$103.77	$98.95 - $115.36
Q1 2017	2,394	$417	$114.39	$107.32 - $119.58
Q4 2016	6,935	$1,151	$103.05	$95.06 - $110.31
Q3 2016	6,916	$1,099	$101.76	$95.61 - $106.13
Q2 2016	7,260	$1,102	$95.13	$90.08 - $99.15
Q1 2016	9,555	$1,447	$84.07	$73.78 - $96.70
Q4 2015	9,439	$1,299	$87.52	$82.31 - $94.87
Q3 2015	1,510	$218	$95.35	$87.10 - $106.76
Q2 2015	2,143	$348	$102.99	$96.57 - $107.49
Q1 2015	2,128	$367	$96.47	$90.53 - $100.82
Q4 2014	2,128	$341	$100.47	$91.12 - $114.79