IBM — Int'l Business Machines Corp. ......... COM

Ownership history in ROCKEFELLER & CO. LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which ROCKEFELLER & CO. LLC reported a position in Int'l Business Machines Corp. ......... 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
2.06% (1999 Q1)
Avg. % of fund
2.04%
First filed
1999 Q1
Last filed
1999 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
1999 Q2 ADDED 563,280 +264,940 +88.8% 2.03% $72.8M $63.46
1999 Q1 INITIATED 298,340 — — 2.06% $52.9M $43.47
% 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%
← Back to ROCKEFELLER & CO. LLC Holdings