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Williams Jones Wealth Management, LLC.: IBM position timeline

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

Williams Jones Wealth Management, LLC. held 219,878 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,878 shares
    Change vs previous 13F -2,684 shares

    0.7% of the 13F portfolio, value $61,831,892.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth 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 222,562 shares
    Change vs previous 13F +94,284 shares

    0.66% of the 13F portfolio, value $53,946,803.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth 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 128,278 shares
    Change vs previous 13F +10,049 shares

    0.43% of the 13F portfolio, value $37,997,226.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth 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 118,229 shares
    Change vs previous 13F +6,778 shares

    0.38% of the 13F portfolio, value $33,359,495.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth 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 111,451 shares
    Change vs previous 13F -5,382 shares

    0.39% of the 13F portfolio, value $32,853,526.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth 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 116,833 shares
    Change vs previous 13F -6,093 shares

    0.37% of the 13F portfolio, value $29,051,694.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth 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 122,926 shares
    Change vs previous 13F -1,798 shares

    0.33% of the 13F portfolio, value $27,022,816.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth 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 124,724 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $27,573,982.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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