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ZACKS INVESTMENT MANAGEMENT: IBM position timeline

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

ZACKS INVESTMENT MANAGEMENT held 366,219 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 366,219 shares
    Change vs previous 13F -567 shares

    0.73% of the 13F portfolio, value $102,984,871.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT 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 366,786 shares
    Change vs previous 13F -4,130 shares

    0.71% of the 13F portfolio, value $88,905,224.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT 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 370,916 shares
    Change vs previous 13F +1,033 shares

    0.86% of the 13F portfolio, value $109,868,829.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT 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 369,883 shares
    Change vs previous 13F +1,277 shares

    0.83% of the 13F portfolio, value $104,366,331.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT 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 368,606 shares
    Change vs previous 13F +2,726 shares

    0.93% of the 13F portfolio, value $108,657,873.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT 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 365,880 shares
    Change vs previous 13F +4,590 shares

    0.85% of the 13F portfolio, value $90,979,770.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT 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 361,290 shares
    Change vs previous 13F -38,263 shares

    0.74% of the 13F portfolio, value $79,422,404.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT 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 399,553 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $88,333,180.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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