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Capital Wealth Planning, LLC: IBM position timeline

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

Capital Wealth Planning, LLC held 2,326,916 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 2,326,916 shares
    Change vs previous 13F -322,963 shares

    3.27% of the 13F portfolio, value $654,351,937.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 2,649,879 shares
    Change vs previous 13F +205,828 shares

    3.54% of the 13F portfolio, value $642,304,075.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 2,444,051 shares
    Change vs previous 13F +266,490 shares

    4.66% of the 13F portfolio, value $719,393,713.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 2,177,561 shares
    Change vs previous 13F -141,004 shares

    4.33% of the 13F portfolio, value $614,420,673.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 2,318,565 shares
    Change vs previous 13F +200,949 shares

    5.39% of the 13F portfolio, value $683,466,581.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 2,117,616 shares
    Change vs previous 13F +44,723 shares

    4.57% of the 13F portfolio, value $526,566,301.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 2,072,893 shares
    Change vs previous 13F +78,198 shares

    4.21% of the 13F portfolio, value $455,684,150.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 1,994,695 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $440,987,199.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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