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FORBES J M & CO LLP: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on IBM, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 39,376 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,376 shares
    Change vs previous 13F -227 shares

    0.87% of the 13F portfolio, value $11,072,925.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 39,603 shares
    Change vs previous 13F -31,741 shares

    0.81% of the 13F portfolio, value $9,599,371.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 71,344 shares
    Change vs previous 13F +754 shares

    1.71% of the 13F portfolio, value $21,132,806.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 70,590 shares
    Change vs previous 13F +894 shares

    1.66% of the 13F portfolio, value $19,917,674.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 69,696 shares
    Change vs previous 13F +86 shares

    1.88% of the 13F portfolio, value $20,544,987.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 69,610 shares
    Change vs previous 13F +2,623 shares

    1.68% of the 13F portfolio, value $17,309,223.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 66,987 shares
    Change vs previous 13F +328 shares

    1.42% of the 13F portfolio, value $14,725,752.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 66,659 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $14,736,972.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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