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MCDONALD PARTNERS LLC: IBM position timeline

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

MCDONALD PARTNERS LLC held 12,077 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,077 shares
    Change vs previous 13F -15,747 shares

    0.82% of the 13F portfolio, value $3,396,279.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 27,824 shares
    Change vs previous 13F +14,373 shares

    1.59% of the 13F portfolio, value $6,744,305.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 13,451 shares
    Change vs previous 13F -1,089 shares

    1.26% of the 13F portfolio, value $3,984,582.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 14,540 shares
    Change vs previous 13F -3,288 shares

    1.22% of the 13F portfolio, value $4,102,179.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 17,828 shares
    Change vs previous 13F -203 shares

    1.27% of the 13F portfolio, value $5,270,471.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 18,031 shares
    Change vs previous 13F -695 shares

    1.17% of the 13F portfolio, value $4,496,527.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 18,726 shares
    Change vs previous 13F +329 shares

    1.05% of the 13F portfolio, value $4,116,539.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 18,397 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,067,315.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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