IBM — INTERNATIONAL BUSINESS MACHS COM

Ownership history in Next Level Private LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Next Level Private LLC reported a position in INTERNATIONAL BUSINESS MACHS COM (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
2.11% (2025 Q2)
Avg. % of fund
1.89%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,705 -311 -1.4% 1.69% $6.4M $294.53
2025 Q3 ADDED 22,016 +65 +0.3% 1.85% $6.4M $279.02
2025 Q2 ADDED 21,951 +274 +1.3% 2.11% $6.5M $289.54
2025 Q1 ADDED 21,677 +115 +0.5% 2.01% $5.4M $242.63
12 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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