IBM INTERNATIONAL BUSINESS MACHS

Ownership history in Moors & Cabot, Inc.  ·  48 quarters on record

AI Ownership Summary

Moors & Cabot, Inc. reported INTERNATIONAL BUSINESS MACHS (IBM) in 48 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.1% in 2025 Q2. The latest visible filing shows IBM at 1.00% 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 Moors & Cabot, Inc.'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 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% 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 Q3 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.

How Moors & Cabot, Inc. held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 78,749 -1,211 -1.5% 1.00% $23.3M 2026-02-14 (Est.) $262.38
2025 Q3 REDUCED 79,960 -522 -0.6% 0.98% $22.6M 2025-11-14 $303.96
2025 Q2 REDUCED 80,482 -1,294 -1.6% 1.10% $23.7M 2025-08-06 $247.80
2025 Q1 REDUCED 81,776 -2,041 -2.4% 1.03% $20.3M 2025-05-08 $247.98
2024 Q4 ADDED 83,817 +1,297 +1.6% 0.88% $18.4M 2025-02-07 $244.59
2024 Q3 REDUCED 82,520 -4,407 -5.1% 0.91% $18.2M 2024-11-08 $205.54
2024 Q2 ADDED 86,927 +2,501 +3.0% 0.80% $15.0M 2024-08-09 $184.12
2024 Q1 ADDED 84,426 +3,737 +4.6% 0.87% $16.1M 2024-05-08 $160.39
2023 Q4 ADDED 80,689 +737 +0.9% 0.82% $13.2M 2024-02-14 $173.29
2023 Q3 ADDED 79,952 +6,590 +9.0% 0.76% $11.2M 2023-11-08 $136.92
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Moors & Cabot, Inc. and IBM

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

How long has Moors & Cabot, Inc. reported owning IBM?

Moors & Cabot, Inc. reported IBM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IBM position in Moors & Cabot, Inc.'s portfolio?

The largest reported portfolio weight for IBM was 1.10% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when Moors & Cabot, Inc. reported 78,749 shares, equal to 1.00% of portfolio, with an estimated market value of $23.3M.

What does the chart on this IBM ownership page compare?

The chart compares Moors & Cabot, Inc.'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.

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