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Disclosery

MWA Asset Management: IBM position timeline

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

MWA Asset Management held 5,866 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,866 shares
    Change vs previous 13F -1,235 shares

    0.75% of the 13F portfolio, value $1,649,681.

    13F-HR 0001903058-26-000007 filed by MWA Asset 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/A 7,101 shares
    Change vs previous 13F +768 shares

    0.94% of the 13F portfolio, value $1,721,421.

    13F-HR/A 0001903058-26-000006 filed by MWA Asset 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 6,333 shares
    Change vs previous 13F -181 shares

    1.05% of the 13F portfolio, value $1,875,972.

    13F-HR 0001903058-26-000001 filed by MWA Asset 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 6,514 shares
    Change vs previous 13F +310 shares

    1.01% of the 13F portfolio, value $1,837,931.

    13F-HR 0001903058-25-000005 filed by MWA Asset 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 6,204 shares
    Change vs previous 13F +254 shares

    1.12% of the 13F portfolio, value $1,828,909.

    13F-HR 0001085146-25-004939 filed by MWA Asset 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 5,950 shares
    Change vs previous 13F +663 shares

    1.03% of the 13F portfolio, value $1,479,492.

    13F-HR 0001085146-25-002878 filed by MWA Asset 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 5,287 shares
    Change vs previous 13F +2,542 shares

    0.77% of the 13F portfolio, value $1,162,344.

    13F-HR 0001085146-25-000545 filed by MWA Asset 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 2,745 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $606,867.

    13F-HR 0001085146-24-005477 filed by MWA Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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