IBM — Int'l Business Machines COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  107 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Int'l Business Machines COM (IBM) in 107 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.69% in 2025 Q2. The latest visible filing shows IBM at 1.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in Int'l Business Machines COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBM was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBM stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 83,870 -280 -0.3% 1.59% $24.8M 2026-02-14 (Est.) $262.38
2025 Q3 REDUCED 84,150 -106 -0.1% 1.55% $23.7M 2025-10-14 $273.08
2025 Q2 REDUCED 84,256 -245 -0.3% 1.69% $24.8M 2025-07-24 $255.88
2025 Q1 REDUCED 84,501 -2,655 -3.0% 1.47% $21.0M 2025-04-14 $233.26
2024 Q4 REDUCED 87,156 -2,429 -2.7% 1.32% $19.2M 2025-01-22 $216.40
2024 Q3 REDUCED 89,585 -104 -0.1% 1.35% $19.8M 2024-10-16 $224.72
2024 Q2 REDUCED 89,689 -397 -0.4% 1.21% $15.5M 2024-07-12 $174.30
2024 Q1 REDUCED 90,086 -100 -0.1% 1.30% $17.2M 2024-04-12 $172.06
2023 Q4 REDUCED 90,186 -595 -0.7% 1.16% $14.7M 2024-01-08 $150.74
98 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBM

As of 2025 Q4 — sorted by position size

SPG ADVISORS LLC 8.15% DB&C Advisors, LLC 6.56% Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% FIDELITY D & D BANCORP INC 5.11% Royal Palms Capital LLC 4.89% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and IBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning IBM?

BALDWIN WEALTH PARTNERS LLC/MA reported IBM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBM position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for IBM was 1.69% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 83,870 shares, equal to 1.59% of portfolio, with an estimated market value of $24.8M.

What does the chart on this IBM ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly IBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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