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Lewis Asset Management, LLC: IBM position timeline

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

Lewis Asset Management, LLC held 2,712 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,712 shares
    Change vs previous 13F +205 shares

    0.27% of the 13F portfolio, value $762,761.

    13F-HR 0002004520-26-000003 filed by Lewis Asset Management, 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 2,507 shares
    Change vs previous 13F +18 shares

    0.25% of the 13F portfolio, value $607,720.

    13F-HR 0002004520-26-000002 filed by Lewis Asset Management, 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 2,489 shares
    Change vs previous 13F -252 shares

    0.3% of the 13F portfolio, value $737,278.

    13F-HR 0002004520-26-000001 filed by Lewis Asset Management, 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 2,741 shares
    Change vs previous 13F +27 shares

    0.32% of the 13F portfolio, value $773,463.

    13F-HR 0002004520-25-000009 filed by Lewis Asset Management, 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 2,714 shares
    Change vs previous 13F -358 shares

    0.38% of the 13F portfolio, value $800,095.

    13F-HR 0002004520-25-000007 filed by Lewis Asset Management, 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 3,072 shares
    Change vs previous 13F -71 shares

    0.63% of the 13F portfolio, value $763,986.

    13F-HR 0002004520-25-000006 filed by Lewis Asset Management, 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 3,143 shares
    Change vs previous 13F -315 shares

    0.53% of the 13F portfolio, value $690,979.

    13F-HR 0002004520-25-000002 filed by Lewis Asset Management, 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 3,458 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $764,560.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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