IBM INTL BUSINESS MACHINES COM

Ownership history in Welch Group, LLC  ·  71 quarters on record

This page tracks every 13F SEC filing in which Welch Group, LLC reported a position in INTL BUSINESS MACHINES 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
3.7% (2025 Q2)
Avg. % of fund
1.64%
First filed
2008 Q2
Last filed
2025 Q4
Quarters held
71
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 291,893 -9,367 -3.1% 3.33% $86.5M $294.53
2025 Q3 ADDED 301,260 +866 +0.3% 3.32% $85.0M $279.02
2025 Q2 REDUCED 300,394 -819 -0.3% 3.70% $88.6M $289.54
2025 Q1 REDUCED 301,213 -18,034 -5.6% 3.23% $73.5M $242.63
2024 Q4 REDUCED 319,247 -3,728 -1.2% 3.17% $70.3M $213.08
2024 Q3 REDUCED 322,975 -1,213 -0.4% 3.10% $71.4M $212.61
2024 Q2 REDUCED 324,188 -90 -0.0% 2.69% $56.1M $164.89
2024 Q1 REDUCED 324,278 -19,567 -5.7% 3.07% $61.9M $180.27
2023 Q4 ADDED 343,845 +1,771 +0.5% 3.03% $56.2M $153.00
2023 Q3 REDUCED 342,074 -325 -0.1% 2.84% $48.0M $129.77
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBM price (monthly, adj. close)
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