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HOLDERNESS INVESTMENTS CO: IBM position timeline

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

HOLDERNESS INVESTMENTS CO held 31,634 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,634 shares
    Change vs previous 13F +440 shares

    1.48% of the 13F portfolio, value $8,895,799.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    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 31,194 shares
    Change vs previous 13F +1,185 shares

    1.52% of the 13F portfolio, value $7,561,133.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    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 30,009 shares
    Change vs previous 13F -207 shares

    1.81% of the 13F portfolio, value $8,888,926.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    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 30,216 shares
    Change vs previous 13F +488 shares

    1.74% of the 13F portfolio, value $8,525,741.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    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 29,728 shares
    Change vs previous 13F -35 shares

    1.88% of the 13F portfolio, value $8,763,277.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    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 29,763 shares
    Change vs previous 13F +306 shares

    1.73% of the 13F portfolio, value $7,400,940.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    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 29,457 shares
    Change vs previous 13F +815 shares

    1.43% of the 13F portfolio, value $6,475,599.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    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 28,642 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $6,332,159.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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