INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 1,087 Value ($000) $322 Avg Close $298.78 Range $262.11 - $324.90
Q3 2025
Shares 1,015 Value ($000) $286 Avg Close $259.55 Range $232.08 - $292.01
Q2 2025
Shares 1,021 Value ($000) $0 Avg Close $253.82 Range $210.49 - $292.56
Q1 2025
Shares 1,027 Value ($000) $0 Avg Close $239.40 Range $209.20 - $261.47
Q4 2024
Shares 1,014 Value ($000) $0 Avg Close $216.31 Range $196.83 - $233.32
Q3 2024
Shares 1,011 Value ($000) $0 Avg Close $188.97 Range $166.24 - $216.80
Q1 2023
Shares 81,134 Value ($000) $0 Avg Close $120.73 Range $110.43 - $131.92