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Massachusetts Wealth Management: IBM position timeline

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

Massachusetts Wealth Management held 5,248 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 5,248 shares
    Change vs previous 13F +85 shares

    0.56% of the 13F portfolio, value $1,475,790.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
    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 5,163 shares
    Change vs previous 13F +135 shares

    0.54% of the 13F portfolio, value $1,251,460.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
    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 5,028 shares
    Change vs previous 13F +85 shares

    0.69% of the 13F portfolio, value $1,489,344.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
    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 4,943 shares
    Change vs previous 13F +150 shares

    0.69% of the 13F portfolio, value $1,394,717.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    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 4,793 shares
    Change vs previous 13F -65 shares

    0.8% of the 13F portfolio, value $1,412,881.

    13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
    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 4,858 shares
    Change vs previous 13F +448 shares

    0.83% of the 13F portfolio, value $1,207,990.

    13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
    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 4,410 shares
    Change vs previous 13F +650 shares

    0.6% of the 13F portfolio, value $969,450.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    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 3,760 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $831,261.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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