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CWM, LLC: IBM position timeline

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

CWM, LLC held 311,283 IBM shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 311,283 shares
    Change vs previous 13F +90,714 shares

    0.2% of the 13F portfolio, value $75,451,943.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 220,569 shares
    Change vs previous 13F +72,520 shares

    0.18% of the 13F portfolio, value $65,335,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 148,049 shares
    Change vs previous 13F +25,426 shares

    0.13% of the 13F portfolio, value $41,774,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 122,623 shares
    Change vs previous 13F +3,537 shares

    0.13% of the 13F portfolio, value $36,147,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 119,086 shares
    Change vs previous 13F -18,764 shares

    0.12% of the 13F portfolio, value $29,612,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 137,850 shares
    Change vs previous 13F +11,196 shares

    0.13% of the 13F portfolio, value $30,303,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 126,654 shares
    Change vs previous 13F +6,712 shares

    0.12% of the 13F portfolio, value $28,001,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 119,942 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $20,744,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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