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FIRST TRUST ADVISORS LP: IBM position timeline

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

FIRST TRUST ADVISORS LP held 3,649,008 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,649,008 shares
    Change vs previous 13F +318,471 shares

    0.6% of the 13F portfolio, value $1,026,137,505.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 3,330,537 shares
    Change vs previous 13F +1,117,210 shares

    0.58% of the 13F portfolio, value $807,288,975.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 2,213,327 shares
    Change vs previous 13F -839,553 shares

    0.48% of the 13F portfolio, value $655,609,709.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 3,052,880 shares
    Change vs previous 13F +865,253 shares

    0.64% of the 13F portfolio, value $861,400,714.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 2,187,627 shares
    Change vs previous 13F -831,158 shares

    0.52% of the 13F portfolio, value $644,868,618.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 3,018,785 shares
    Change vs previous 13F -1,005,204 shares

    0.66% of the 13F portfolio, value $750,650,973.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 4,023,989 shares
    Change vs previous 13F +840,064 shares

    0.78% of the 13F portfolio, value $884,593,358.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 3,183,925 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $703,902,132.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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