IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in Insight Inv LLC · 16 quarters on record

This page tracks every 13F SEC filing in which Insight Inv 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

2.95% (2025 Q2)

Avg. % of fund

2.26%

First filed

2022 Q1

Last filed

2025 Q4

Quarters held

16

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	15,078	-169	-1.1%	2.50%	$4.5M	$294.53
2025 Q3	ADDED	15,247	+334	+2.2%	2.53%	$4.3M	$279.02
2025 Q2	REDUCED	14,913	-295	-1.9%	2.95%	$4.4M	$289.54
2025 Q1	REDUCED	15,208	-5	-0.0%	2.60%	$3.8M	$242.63

% 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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