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Marietta Wealth Management, LLC: IBM position timeline

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

Marietta Wealth Management, LLC held 3,579 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,579 shares
    Change vs previous 13F +127 shares

    0.1% of the 13F portfolio, value $1,006,451.

    13F-HR 0001697847-26-000006 filed by Marietta Wealth 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 3,452 shares
    Change vs previous 13F +1,376 shares

    0.1% of the 13F portfolio, value $836,730.

    13F-HR 0001697847-26-000003 filed by Marietta Wealth 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 2,076 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $614,932.

    13F-HR 0001697847-26-000002 filed by Marietta Wealth 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 2,076 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $585,764.

    13F-HR 0001697847-25-000007 filed by Marietta Wealth 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 2,076 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $611,963.

    13F-HR 0001697847-25-000005 filed by Marietta Wealth 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 2,076 shares
    Change vs previous 13F -19 shares

    0.08% of the 13F portfolio, value $516,218.

    13F-HR 0001697847-25-000003 filed by Marietta Wealth 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 2,095 shares
    Change vs previous 13F +19 shares

    0.07% of the 13F portfolio, value $460,544.

    13F-HR 0001697847-25-000002 filed by Marietta Wealth 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 2,076 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $458,962.

    13F-HR 0001697847-24-000005 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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