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Epoch Investment Partners, Inc.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Epoch Investment Partners, Inc. on IBM, newest first. How the timeline and the estimate are built.

Epoch Investment Partners, Inc. held 522,214 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 522,214 shares
    Change vs previous 13F +24,601 shares

    0.84% of the 13F portfolio, value $146,851,799.

    13F-HR 0001172661-26-003392 filed by Epoch Investment Partners, Inc.
    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 497,613 shares
    Change vs previous 13F -1,709 shares

    0.73% of the 13F portfolio, value $120,616,415.

    13F-HR 0001172661-26-001965 filed by Epoch Investment Partners, Inc.
    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 499,322 shares
    Change vs previous 13F +2,746 shares

    0.84% of the 13F portfolio, value $147,904,170.

    13F-HR 0001172661-26-000792 filed by Epoch Investment Partners, Inc.
    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 496,576 shares
    Change vs previous 13F -1,236 shares

    0.77% of the 13F portfolio, value $140,113,885.

    13F-HR 0001172661-25-004773 filed by Epoch Investment Partners, Inc.
    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 497,812 shares
    Change vs previous 13F -90,433 shares

    0.76% of the 13F portfolio, value $146,745,022.

    13F-HR 0001172661-25-003170 filed by Epoch Investment Partners, Inc.
    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 588,245 shares
    Change vs previous 13F -184,225 shares

    0.76% of the 13F portfolio, value $146,273,001.

    13F-HR 0001172661-25-001908 filed by Epoch Investment Partners, Inc.
    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 772,470 shares
    Change vs previous 13F -59,095 shares

    0.82% of the 13F portfolio, value $169,812,080.

    13F-HR 0001172661-25-000806 filed by Epoch Investment Partners, Inc.
    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 831,565 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $183,842,391.

    13F-HR 0001172661-24-004644 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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