Skip to content
Disclosery

Rafferty Asset Management, LLC: IBM position timeline

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

Rafferty Asset Management, LLC held 314,646 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 314,646 shares
    Change vs previous 13F +91,629 shares

    0.2% of the 13F portfolio, value $88,481,602.

    13F-HR 0001999371-26-017909 filed by Rafferty 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 223,017 shares
    Change vs previous 13F -74,908 shares

    0.22% of the 13F portfolio, value $54,057,091.

    13F-HR 0001999371-26-010796 filed by Rafferty 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 297,925 shares
    Change vs previous 13F -20,911 shares

    0.3% of the 13F portfolio, value $88,248,364.

    13F-HR 0001999371-26-003261 filed by Rafferty 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 318,836 shares
    Change vs previous 13F +11,427 shares

    0.29% of the 13F portfolio, value $89,962,766.

    13F-HR 0001999371-25-017439 filed by Rafferty 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 307,409 shares
    Change vs previous 13F +55,104 shares

    0.3% of the 13F portfolio, value $90,618,025.

    13F-HR 0001999371-25-011302 filed by Rafferty 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 252,305 shares
    Change vs previous 13F -66,858 shares

    0.27% of the 13F portfolio, value $62,738,161.

    13F-HR 0001999371-25-006071 filed by Rafferty 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 319,163 shares
    Change vs previous 13F +1,332 shares

    0.25% of the 13F portfolio, value $70,161,602.

    13F-HR 0001999371-25-001622 filed by Rafferty 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 317,831 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $70,266,077.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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