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Disclosery

CapWealth Advisors, LLC: IBM position timeline

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

CapWealth Advisors, LLC held 129,803 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 129,803 shares
    Change vs previous 13F +5,441 shares

    2.16% of the 13F portfolio, value $28,547,574.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,362 shares
    Change vs previous 13F +2,649 shares

    2.4% of the 13F portfolio, value $34,971,928.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 121,713 shares
    Change vs previous 13F +43 shares

    2.19% of the 13F portfolio, value $29,502,099.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 121,670 shares
    Change vs previous 13F +2,164 shares

    2.47% of the 13F portfolio, value $36,039,867.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 119,506 shares
    Change vs previous 13F -10,311 shares

    2.32% of the 13F portfolio, value $33,719,948.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 129,817 shares
    Change vs previous 13F -2,467 shares

    3.78% of the 13F portfolio, value $38,267,545.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 132,284 shares
    Change vs previous 13F -9,462 shares

    3.57% of the 13F portfolio, value $32,893,841.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 141,746 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $31,160,122.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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