IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in HERBST GROUP, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which HERBST GROUP, LLC 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
1.95% (2025 Q4)
Avg. % of fund
1.11%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,195 +5,825 +108.5% 1.95% $3.3M $294.53
2025 Q3 ADDED 5,370 +2,967 +123.5% 0.94% $1.5M $279.02
2025 Q2 INITIATED 2,403 — — 0.42% $708K $289.54
% 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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