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Hennion & Walsh Asset Management, Inc.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hennion & Walsh Asset Management, Inc. on IBM, newest first. How the timeline and the estimate are built.

Hennion & Walsh Asset Management, Inc. held 22,882 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,882 shares
    Change vs previous 13F -1,396 shares

    0.15% of the 13F portfolio, value $5,032,438.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,278 shares
    Change vs previous 13F +3,634 shares

    0.19% of the 13F portfolio, value $6,827,216.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    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 20,644 shares
    Change vs previous 13F -4,261 shares

    0.17% of the 13F portfolio, value $5,003,899.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 24,905 shares
    Change vs previous 13F -686 shares

    0.25% of the 13F portfolio, value $7,377,110.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,591 shares
    Change vs previous 13F -1,534 shares

    0.26% of the 13F portfolio, value $7,220,757.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,125 shares
    Change vs previous 13F +1,737 shares

    0.32% of the 13F portfolio, value $7,995,907.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    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 25,388 shares
    Change vs previous 13F -265 shares

    0.28% of the 13F portfolio, value $6,312,980.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,653 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,639,299.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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