IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in Carson Advisory Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in INTERNATIONAL BUSINESS MACHS (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
2.78% (2025 Q2)
Avg. % of fund
2.04%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,273 +553 +3.8% 2.35% $4.5M $294.53
2025 Q3 REDUCED 14,720 -100 -0.7% 2.24% $4.2M $279.02
2025 Q2 ADDED 14,820 +580 +4.1% 2.78% $4.4M $289.54
2025 Q1 REDUCED 14,240 -525 -3.6% 2.38% $3.5M $242.63
13 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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