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DAVENPORT & Co LLC: IBM position timeline

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

DAVENPORT & Co LLC held 178,048 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,048 shares
    Change vs previous 13F +6,167 shares

    0.26% of the 13F portfolio, value $50,068,507.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 171,881 shares
    Change vs previous 13F -6,428 shares

    0.23% of the 13F portfolio, value $41,659,957.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 178,309 shares
    Change vs previous 13F -4,680 shares

    0.29% of the 13F portfolio, value $52,816,934.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 182,989 shares
    Change vs previous 13F +1,289 shares

    0.28% of the 13F portfolio, value $51,632,103.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 181,700 shares
    Change vs previous 13F -3,385 shares

    0.3% of the 13F portfolio, value $53,561,673.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 185,085 shares
    Change vs previous 13F -5,999 shares

    0.27% of the 13F portfolio, value $46,023,202.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 191,084 shares
    Change vs previous 13F -3,649 shares

    0.25% of the 13F portfolio, value $42,005,919.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 194,733 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $43,051,682.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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