International Business Machines Corp

 IBM Morningstar Rating

Major Shareholders 

IBM

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Vanguard Total Stock Market Index Fund 25,239,316 2.82 -124,508 -0.49 0.3 06/30/2021
Vanguard 500 Index Fund 18,467,705 2.06 -7,027 -0.04 0.36 06/30/2021
SPDR® S&P 500 ETF Trust 9,203,730 1.03 42,606 0.47 0.34 07/31/2021
Fidelity® 500 Index Fund 8,424,144 0.94 82,521 0.99 0.36 06/30/2021
Schwab US Dividend Equity ETF™ 7,132,472 0.80 -3,048 -0.04 3.76 07/30/2021
iShares Core S&P 500 ETF 7,068,485 0.79 -1,584 -0.02 0.34 07/30/2021
Vanguard Institutional Index Fund 7,050,867 0.79 -16,000 -0.23 0.36 06/30/2021
Vanguard Value Index Fund 6,735,152 0.75 20,200 0.30 0.79 06/30/2021
SPDR® Dow Jones Industrial Avrg ETF Tr 5,734,342 0.64 9,873 0.17 2.65 07/31/2021
Columbia Dividend Income Fund 4,248,987 0.47 59,282 1.41 1.63 07/31/2021
Columbia Dividend Value 4,189,705 0.47 87,326 2.13 1.72 06/30/2021
Vanguard Information Technology Index Fd 4,091,141 0.46 31,081 0.77 1.11 06/30/2021
State Street S&P 500 Index Fund 3,915,801 0.44 27,700 0.71 0.33 07/31/2021
Technology Select Sector SPDR® Fund 3,840,213 0.43 3,310 0.09 1.21 07/31/2021
Vanguard High Dividend Yield Index Fund 3,255,753 0.36 45,688 1.42 0.99 06/30/2021
iShares MSCI USA Value Factor ETF 3,122,955 0.35 0 0.00 2.76 07/30/2021
Franklin Income Fund 3,000,000 0.33 0 0.00 0.58 07/31/2021
BlackRock Equity Index 2,619,009 0.29 16,593 0.64 0.36 06/30/2021
JPM US Equity Income-Composite 2,565,542 0.29 49,000 1.95 0.81 06/30/2021
JPMorgan Equity Income Fund 2,565,542 0.29 0 0.00 0.81 06/30/2021