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Smith Salley Wealth Management: IBM position timeline

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

Smith Salley Wealth Management held 54,255 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,255 shares
    Change vs previous 13F +29,829 shares

    0.66% of the 13F portfolio, value $15,256,972.

    13F-HR 0001062993-26-003799 filed by Smith Salley 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 24,426 shares
    Change vs previous 13F +1,999 shares

    0.3% of the 13F portfolio, value $5,920,507.

    13F-HR 0001062993-26-002022 filed by Smith Salley 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 22,427 shares
    Change vs previous 13F +8,305 shares

    0.33% of the 13F portfolio, value $6,643,166.

    13F-HR 0001062993-26-000437 filed by Smith Salley 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 14,122 shares
    Change vs previous 13F +65 shares

    0.21% of the 13F portfolio, value $3,984,717.

    13F-HR 0001062993-25-016209 filed by Smith Salley 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 14,057 shares
    Change vs previous 13F -290 shares

    0.24% of the 13F portfolio, value $4,143,695.

    13F-HR 0001062993-25-012934 filed by Smith Salley 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 14,347 shares
    Change vs previous 13F +5,053 shares

    0.23% of the 13F portfolio, value $3,567,437.

    13F-HR 0001062993-25-007992 filed by Smith Salley 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 9,294 shares
    Change vs previous 13F +121 shares

    0.13% of the 13F portfolio, value $2,043,188.

    13F-HR 0001062993-25-000804 filed by Smith Salley 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 9,173 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,027,857.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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