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Advisors Asset Management, Inc.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on IBM, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 174,466 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,466 shares
    Change vs previous 13F +16,020 shares

    0.75% of the 13F portfolio, value $49,061,584.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 158,446 shares
    Change vs previous 13F -5,579 shares

    0.64% of the 13F portfolio, value $38,405,726.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 164,025 shares
    Change vs previous 13F -20,967 shares

    0.82% of the 13F portfolio, value $48,585,845.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 184,992 shares
    Change vs previous 13F -11,702 shares

    0.89% of the 13F portfolio, value $52,197,343.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 196,694 shares
    Change vs previous 13F -16,517 shares

    1.04% of the 13F portfolio, value $57,981,457.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 213,211 shares
    Change vs previous 13F -20,230 shares

    1% of the 13F portfolio, value $53,017,047.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 233,441 shares
    Change vs previous 13F -3,187 shares

    0.95% of the 13F portfolio, value $51,317,335.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 236,628 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $52,313,718.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).