Summit Financial Wealth Advisors, LLC's ownership history for IBM

Summit Financial Wealth Advisors, LLC currently holds 18.8K shares with a market value of $5.6M. It started holding IBM on 2024-09-30. At its peak, it held 20.5K shares on 2024-09-30. Its highest holding value was $5.8M on 2025-06-30. At its lowest, it held 18.8K shares on 2025-12-31, with a value of $4.5M on 2024-09-30. In the recent 180 days, Summit Financial Wealth Advisors, LLC has decreased its shares by 850. In the recent year, Summit Financial Wealth Advisors, LLC has decreased its shares by 1.1K.