Morton Capital Management LLC/CA's ownership history for IBM

Morton Capital Management LLC/CA currently holds 2.3K shares with a market value of $667.0K. It started holding IBM on 2024-09-30. At its peak, it held 2.3K shares on 2025-12-31. Its highest holding value was $667.0K on 2025-12-31. At its lowest, it held 1.9K shares on 2024-09-30, with a value of $412.8K on 2024-09-30. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 40. In the recent year, Morton Capital Management LLC/CA has increased its shares by 315.