IBM — INTERNATIONAL BUSINESS MACHS COM

Ownership history in SHELL ASSET MANAGEMENT CO  ·  92 quarters on record

This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO 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
1.93% (2011 Q3)
Avg. % of fund
0.72%
First filed
2002 Q4
Last filed
2025 Q3
Quarters held
92
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 18,862 -9,644 -33.8% 0.53% $5.3M $279.02
2025 Q2 ADDED 28,506 +12,074 +73.5% 0.29% $8.4M $289.54
2025 Q1 REDUCED 16,432 -315 -1.9% 0.19% $4.1M $242.63
2024 Q4 REDUCED 16,747 -2,701 -13.9% 0.16% $3.7M $213.08
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% 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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