IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in PARK CIRCLE Co · 22 quarters on record

This page tracks every 13F SEC filing in which PARK CIRCLE Co 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

8.36% (2021 Q2)

Avg. % of fund

3.04%

First filed

2020 Q3

Last filed

2025 Q4

Quarters held

22

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	UNCHANGED	7,100	—	0%	1.82%	$2.1M	$294.53
2025 Q3	UNCHANGED	7,100	—	0%	1.68%	$2.0M	$279.02
2025 Q2	UNCHANGED	7,100	—	0%	1.78%	$2.1M	$289.54
2025 Q1	REDUCED	7,100	-7,100	-50.0%	1.55%	$1.8M	$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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