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CARY STREET PARTNERS ASSET MANAGEMENT LLC: IBM position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 31,751 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,751 shares
    Change vs previous 13F +1,330 shares

    0.18% of the 13F portfolio, value $8,928,522.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 29,451 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,300 shares

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

  2. period ended2026-03-31
    13F 30,421 shares
    Change vs previous 13F -508 shares

    0.17% of the 13F portfolio, value $7,373,617.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 28,065 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,356 shares

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

  3. period ended2025-12-31
    13F 30,929 shares
    Change vs previous 13F +3,850 shares

    0.21% of the 13F portfolio, value $9,161,521.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 28,397 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,532 shares

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

  4. period ended2025-09-30
    13F 27,079 shares
    Change vs previous 13F -860 shares

    0.19% of the 13F portfolio, value $7,640,369.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 25,352 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,727 shares

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

  5. period ended2025-06-30
    13F 27,939 shares
    Change vs previous 13F -1,493 shares

    0.22% of the 13F portfolio, value $8,235,592.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 26,185 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,754 shares

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

  6. period ended2025-03-31
    13F 29,432 shares
    Change vs previous 13F +322 shares

    0.22% of the 13F portfolio, value $7,318,446.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 27,990 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,442 shares

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

  7. period ended2024-12-31
    13F 29,110 shares
    Change vs previous 13F -256 shares

    0.2% of the 13F portfolio, value $6,399,265.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 28,152 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 958 shares

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

  8. period ended2024-09-30
    13F 29,366 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,492,279.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,366 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 11,032 shares (included in another member's report, not added)

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