IBM INTL BUSINESS MACHINES COM

Ownership history in SHUFRO ROSE & CO LLC  ·  108 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported INTL BUSINESS MACHINES COM (IBM) in 108 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.44% in 2025 Q4. The latest visible filing shows IBM at 1.44% 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 SHUFRO ROSE & CO LLC's position in INTL BUSINESS MACHINES COM, 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 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% 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.

How SHUFRO ROSE & CO LLC held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 71,979 +1,633 +2.3% 1.44% $21.3M 2026-02-14 (Est.) $262.38
2025 Q3 REDUCED 70,346 -694 -1.0% 1.43% $17.6M 2025-11-12 $313.19
2025 Q2 REDUCED 71,040 -1,507 -2.1% 1.42% $17.7M 2025-08-11 $233.67
2025 Q1 REDUCED 72,547 -621 -0.8% 1.42% $18.0M 2025-05-08 $247.98
2024 Q4 REDUCED 73,168 -144 -0.2% 1.24% $16.1M 2025-02-25 $251.50
2024 Q3 UNCHANGED 73,312 0% 1.03% $12.7M 2024-11-12 $204.38
2024 Q2 ADDED 73,312 +11,475 +18.6% 1.03% $12.7M 2024-08-13 $183.68
2024 Q1 ADDED 61,837 +52,467 +559.9% 0.97% $11.8M 2024-05-08 $160.39
2023 Q4 UNCHANGED 9,370 0% 0.12% $1.3M 2024-02-05 $171.58
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHUFRO ROSE & CO LLC and IBM

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

How long has SHUFRO ROSE & CO LLC reported owning IBM?

SHUFRO ROSE & CO LLC reported IBM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBM position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for IBM was 1.44% in 2025 Q4.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when SHUFRO ROSE & CO LLC reported 71,979 shares, equal to 1.44% of portfolio, with an estimated market value of $21.3M.

What does the chart on this IBM ownership page compare?

The chart compares SHUFRO ROSE & CO LLC'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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