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Applied Finance Capital Management, LLC: IBM position timeline

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

Applied Finance Capital Management, LLC held 107,214 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,214 shares
    Change vs previous 13F -1,011 shares

    2.24% of the 13F portfolio, value $30,148,997.

    13F-HR 0001398344-26-012840 filed by Applied Finance 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 108,225 shares
    Change vs previous 13F -9,743 shares

    1.97% of the 13F portfolio, value $26,232,717.

    13F-HR 0001398344-26-008142 filed by Applied Finance 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 117,968 shares
    Change vs previous 13F +2,663 shares

    2.5% of the 13F portfolio, value $34,943,221.

    13F-HR 0001398344-26-002284 filed by Applied Finance 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 115,305 shares
    Change vs previous 13F -16,032 shares

    2.31% of the 13F portfolio, value $32,532,485.

    13F-HR 0001398344-25-020421 filed by Applied Finance 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 131,337 shares
    Change vs previous 13F -26,131 shares

    2.65% of the 13F portfolio, value $38,711,226.

    13F-HR 0001398344-25-013981 filed by Applied Finance 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 157,468 shares
    Change vs previous 13F -133,486 shares

    2.88% of the 13F portfolio, value $39,155,947.

    13F-HR 0001398344-25-008845 filed by Applied Finance 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 290,954 shares
    Change vs previous 13F -52,897 shares

    2.78% of the 13F portfolio, value $63,960,349.

    13F-HR 0001398344-25-002620 filed by Applied Finance 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/A 343,851 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $76,018,485.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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