IBM — International Business Machs

Ownership history in Richard C. Young & CO., LTD.  ·  36 quarters on record

AI Ownership Summary

Richard C. Young & CO., LTD. reported International Business Machs (IBM) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.93% in 2025 Q4. The latest visible filing shows IBM at 1.93% 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 Richard C. Young & CO., LTD.'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 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q4

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 Richard C. Young & CO., LTD. fund profile Richard C. Young & CO., LTD. full holdings
How Richard C. Young & CO., LTD. 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 ADDED 72,770 +676 +0.9% 1.93% $21.6M 2026-02-14 (Est.) $262.38
2025 Q3 ADDED 72,094 +7,511 +11.6% 1.89% $20.3M 2025-11-12 $313.19
2025 Q2 ADDED 64,583 +98 +0.2% 1.88% $19.0M 2025-08-07 $245.72
2025 Q1 REDUCED 64,485 -1,249 -1.9% 1.72% $16.0M 2025-05-02 $239.59
2024 Q4 ADDED 65,734 +416 +0.6% 1.57% $14.5M 2025-01-28 $218.73
2024 Q3 REDUCED 65,318 -297 -0.5% 1.58% $14.4M 2024-11-07 $205.51
2024 Q2 ADDED 65,615 +318 +0.5% 1.38% $11.3M 2024-08-08 $183.63
2024 Q1 REDUCED 65,297 -552 -0.8% 1.57% $12.5M 2024-05-08 $160.39
2023 Q4 REDUCED 65,849 -1,743 -2.6% 1.44% $10.8M 2024-02-12 $175.73
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBM

As of 2026 Q1 — sorted by position size

Green Alpha Advisors, LLC 3Y 4.82% ABNER HERRMAN & BROCK LLC 3Y 7Y 3.87% Atala Financial Inc 2.75% Sage Investment Advisers LLC 3Y 2.44% HALL LAURIE J TRUSTEE 3Y 7Y 2.26% Karras Company, Inc. 2.1% LYNCH & ASSOCIATES/IN 3Y 7Y 2.1% Exchange Bank 1.95% MFG WEALTH MANAGEMENT, INC. 1.69% RoundAngle Advisors LLC 1.68%

FAQ About Richard C. Young & CO., LTD. and IBM

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

How long has Richard C. Young & CO., LTD. reported owning IBM?

Richard C. Young & CO., LTD. reported IBM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBM position in Richard C. Young & CO., LTD.'s portfolio?

The largest reported portfolio weight for IBM was 1.93% in 2025 Q4.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when Richard C. Young & CO., LTD. reported 72,770 shares, equal to 1.93% of portfolio, with an estimated market value of $21.6M.

What does the chart on this IBM ownership page compare?

The chart compares Richard C. Young & CO., LTD.'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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