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Richard C. Young & CO., LTD.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard C. Young & CO., LTD. on IBM, newest first. How the timeline and the estimate are built.

Richard C. Young & CO., LTD. held 75,577 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 75,577 shares
    Change vs previous 13F +1,631 shares

    1.57% of the 13F portfolio, value $21,253,008.

    13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
    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 73,946 shares
    Change vs previous 13F +1,176 shares

    1.48% of the 13F portfolio, value $17,923,864.

    13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
    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 72,770 shares
    Change vs previous 13F +676 shares

    1.93% of the 13F portfolio, value $21,555,246.

    13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
    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 72,094 shares
    Change vs previous 13F +7,511 shares

    1.89% of the 13F portfolio, value $20,342,079.

    13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
    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 64,583 shares
    Change vs previous 13F +98 shares

    1.88% of the 13F portfolio, value $19,037,801.

    13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
    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 64,485 shares
    Change vs previous 13F -1,249 shares

    1.72% of the 13F portfolio, value $16,034,801.

    13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
    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 65,734 shares
    Change vs previous 13F +416 shares

    1.57% of the 13F portfolio, value $14,450,265.

    13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
    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 65,318 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $14,440,592.

    13F-HR 0001387304-24-000006 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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