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Welch Group, LLC: IBM position timeline

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

Welch Group, LLC held 301,425 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 301,425 shares
    Change vs previous 13F +6,623 shares

    2.9% of the 13F portfolio, value $84,763,598.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 294,802 shares
    Change vs previous 13F +2,909 shares

    2.69% of the 13F portfolio, value $71,457,148.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 291,893 shares
    Change vs previous 13F -9,367 shares

    3.33% of the 13F portfolio, value $86,461,720.

    13F-HR 0001443095-26-000001 filed by Welch Group, 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 301,260 shares
    Change vs previous 13F +866 shares

    3.32% of the 13F portfolio, value $85,003,540.

    13F-HR 0001443095-25-000008 filed by Welch Group, 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 300,394 shares
    Change vs previous 13F -819 shares

    3.7% of the 13F portfolio, value $88,550,237.

    13F-HR 0001443095-25-000007 filed by Welch Group, 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 301,213 shares
    Change vs previous 13F -18,034 shares

    3.23% of the 13F portfolio, value $73,495,984.

    13F-HR 0001443095-25-000003 filed by Welch Group, 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 319,247 shares
    Change vs previous 13F -3,728 shares

    3.17% of the 13F portfolio, value $70,314,049.

    13F-HR 0001443095-25-000001 filed by Welch Group, 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 322,975 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $71,403,304.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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