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Advisors Capital Management, LLC: IBM position timeline

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

Advisors Capital Management, LLC held 526,559 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 526,559 shares
    Change vs previous 13F +15,307 shares

    1.57% of the 13F portfolio, value $148,073,680.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    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 511,252 shares
    Change vs previous 13F +152,259 shares

    1.44% of the 13F portfolio, value $123,922,413.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    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 358,993 shares
    Change vs previous 13F +11,838 shares

    1.25% of the 13F portfolio, value $106,337,456.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    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 347,155 shares
    Change vs previous 13F +12,623 shares

    1.21% of the 13F portfolio, value $97,953,278.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    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 334,532 shares
    Change vs previous 13F +9,220 shares

    1.35% of the 13F portfolio, value $98,613,602.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    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 325,312 shares
    Change vs previous 13F -46,512 shares

    1.25% of the 13F portfolio, value $80,892,208.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    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 371,824 shares
    Change vs previous 13F +485 shares

    1.29% of the 13F portfolio, value $81,738,249.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    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 371,339 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $82,096,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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