IBM β€” INTL BUSINESS MACHS COM

Ownership history in von Borstel & Associates, Inc.  Β·  6 quarters on record

AI Ownership Summary

von Borstel & Associates, Inc. reported INTL BUSINESS MACHS COM (IBM) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.24% in 2025 Q3. The latest visible filing shows IBM at 0.17% 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.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was von Borstel & Associates, Inc.'s position in INTL BUSINESS MACHS 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 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 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 von Borstel & Associates, Inc. held IBM β€” position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,483 -2,619 -51.3% 0.17% $735K 2026-02-14 (Est.) $262.38
2025 Q3 ADDED 5,102 +2,626 +106.1% 0.24% $1.6M 2025-11-14 $303.96
2025 Q2 ADDED 2,476 +649 +35.5% 0.16% $623K 2025-08-11 $233.67
2025 Q1 REDUCED 1,827 -23 -1.2% 0.14% $454K 2025-04-29 $233.58
2024 Q4 REDUCED 1,850 -44 -2.3% 0.16% $406K 2025-02-11 $248.52
2024 Q3 INITIATED 1,894 β€” β€” 0.24% $418K 2024-10-15 $224.04

FAQ About von Borstel & Associates, Inc. and IBM

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

How long has von Borstel & Associates, Inc. reported owning IBM?

von Borstel & Associates, Inc. reported IBM across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IBM position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for IBM was 0.24% in 2025 Q3.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when von Borstel & Associates, Inc. reported 2,483 shares, equal to 0.17% of portfolio, with an estimated market value of $735K.

What does the chart on this IBM ownership page compare?

The chart compares von Borstel & Associates, Inc.'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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