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ALBION FINANCIAL GROUP /UT: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALBION FINANCIAL GROUP /UT on IBM, newest first. How the timeline and the estimate are built.

ALBION FINANCIAL GROUP /UT held 5,808 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,808 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,633,268.

    13F-HR 0001054677-26-000004 filed by ALBION FINANCIAL GROUP /UT
    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 5,808 shares
    Change vs previous 13F -199 shares

    0.09% of the 13F portfolio, value $1,407,802.

    13F-HR 0001054677-26-000003 filed by ALBION FINANCIAL GROUP /UT
    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 6,007 shares
    Change vs previous 13F -572 shares

    0.11% of the 13F portfolio, value $1,779,334.

    13F-HR 0001054677-26-000002 filed by ALBION FINANCIAL GROUP /UT
    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 6,579 shares
    Change vs previous 13F +515 shares

    0.11% of the 13F portfolio, value $1,856,331.

    13F-HR 0001054677-25-000008 filed by ALBION FINANCIAL GROUP /UT
    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 6,064 shares
    Change vs previous 13F -255 shares

    0.12% of the 13F portfolio, value $1,787,546.

    13F-HR 0001054677-25-000005 filed by ALBION FINANCIAL GROUP /UT
    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 6,319 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $1,571,283.

    13F-HR 0001054677-25-000003 filed by ALBION FINANCIAL GROUP /UT
    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 6,325 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,390,515.

    13F-HR 0001054677-25-000002 filed by ALBION FINANCIAL GROUP /UT
    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 6,325 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,398,422.

    13F-HR 0001054677-24-000007 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

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