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BRADLEY FOSTER & SARGENT INC/CT: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on IBM, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 92,224 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 92,224 shares
    Change vs previous 13F +875 shares

    0.37% of the 13F portfolio, value $25,934,381.

    13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
    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/A 91,349 shares
    Change vs previous 13F +906 shares

    0.34% of the 13F portfolio, value $22,142,030.

    13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 90,443 shares
    Change vs previous 13F +1,977 shares

    0.39% of the 13F portfolio, value $26,790,079.

    13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 88,466 shares
    Change vs previous 13F +711 shares

    0.37% of the 13F portfolio, value $24,961,585.

    13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 87,755 shares
    Change vs previous 13F -3,192 shares

    0.4% of the 13F portfolio, value $25,868,522.

    13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 90,947 shares
    Change vs previous 13F -327 shares

    0.39% of the 13F portfolio, value $22,614,961.

    13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 91,274 shares
    Change vs previous 13F +2,955 shares

    0.34% of the 13F portfolio, value $20,064,667.

    13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 88,319 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $19,525,484.

    13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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