IBM — INTERNATIONAL BUSINESS MACHIN

Ownership history in CapWealth Advisors, LLC  ·  56 quarters on record

This page tracks every 13F SEC filing in which CapWealth Advisors, LLC reported a position in INTERNATIONAL BUSINESS MACHIN (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.77% (2025 Q2)
Avg. % of fund
1.32%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
56
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 121,670 +2,164 +1.8% 2.45% $36.0M $294.53
2025 Q3 REDUCED 119,506 -10,311 -7.9% 3.04% $33.7M $279.02
2025 Q2 REDUCED 129,817 -2,467 -1.9% 3.77% $38.3M $289.54
2025 Q1 REDUCED 132,284 -9,462 -6.7% 3.56% $32.9M $242.63
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBM price (monthly, adj. close)

Other funds also holding IBM

As of 2025 Q4 — sorted by position size

Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62% ABNER HERRMAN & BROCK LLC 3Y 7Y 4.36% SURIENCE PRIVATE WEALTH LLC 3Y 4.33% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 4.17% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 3.98%
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