IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in James Hambro & Partners LLP  ·  15 quarters on record

AI Ownership Summary

James Hambro & Partners LLP reported INTERNATIONAL BUSINESS MACHS (IBM) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.73% in 2025 Q2. The latest visible filing shows IBM at 0.54% 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 James Hambro & Partners LLP's position in INTERNATIONAL BUSINESS MACHS, 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 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% 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 James Hambro & Partners LLP fund profile James Hambro & Partners LLP full holdings
How James Hambro & Partners LLP 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 50,618 -7,308 -12.6% 0.54% $15.0M 2026-02-14 (Est.) $262.38
2025 Q3 REDUCED 57,926 -4,463 -7.2% 0.58% $16.3M 2025-10-15 $277.63
2025 Q2 REDUCED 62,389 -914 -1.4% 0.73% $18.4M 2025-07-17 $276.99
2025 Q1 REDUCED 63,303 -5,137 -7.5% 0.66% $15.7M 2025-04-17 $233.02
2024 Q4 REDUCED 68,440 -3,548 -4.9% 0.59% $15.1M 2025-01-22 $216.40
2024 Q3 REDUCED 71,988 -2,881 -3.8% 0.66% $15.9M 2024-10-21 $222.88
2024 Q2 REDUCED 74,869 -4,121 -5.2% 0.60% $13.0M 2024-07-16 $177.15
2024 Q1 ADDED 78,990 +4,286 +5.7% 0.71% $15.1M 2024-04-26 $157.77
2023 Q4 ADDED 74,704 +6,380 +9.3% 0.65% $12.2M 2024-01-19 $160.41
6 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 James Hambro & Partners LLP and IBM

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

How long has James Hambro & Partners LLP reported owning IBM?

James Hambro & Partners LLP reported IBM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBM position in James Hambro & Partners LLP's portfolio?

The largest reported portfolio weight for IBM was 0.73% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when James Hambro & Partners LLP reported 50,618 shares, equal to 0.54% of portfolio, with an estimated market value of $15.0M.

What does the chart on this IBM ownership page compare?

The chart compares James Hambro & Partners LLP'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.

← Back to James Hambro & Partners LLP Holdings