Franklin Resources: IBM position timeline

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

Franklin Resources held 2,831,286 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 2,831,286 shares
Change vs previous 13F -378,420 shares
0.14% of the 13F portfolio, value $796,185,838.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 2,801,789 shares
- Clearbridge Investments, LLC: 29,497 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,209,706 shares
Change vs previous 13F +664,022 shares
0.15% of the 13F portfolio, value $778,000,520.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 3,180,039 shares
- Clearbridge Investments, LLC: 29,667 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,545,684 shares
Change vs previous 13F -31,610 shares
0.14% of the 13F portfolio, value $754,057,146.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 2,152,428 shares
- Brandywine Global Investment Management, LLC: 364,334 shares
- Clearbridge Investments, LLC: 28,922 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,577,294 shares
Change vs previous 13F +737,866 shares
0.13% of the 13F portfolio, value $727,209,144.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 2,162,741 shares
- Brandywine Global Investment Management, LLC: 385,501 shares
- Clearbridge Investments, LLC: 29,052 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,839,428 shares
Change vs previous 13F +397,216 shares
0.11% of the 13F portfolio, value $542,227,094.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 1,313,241 shares
- Brandywine Global Investment Management, LLC: 491,275 shares
- Clearbridge Investments, LLC: 34,912 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,442,212 shares
Change vs previous 13F -886,171 shares
0.08% of the 13F portfolio, value $358,620,418.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 900,667 shares
- Brandywine Global Investment Management, LLC: 505,113 shares
- Clearbridge Investments, LLC: 36,432 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,328,383 shares
Change vs previous 13F -226,547 shares
0.1% of the 13F portfolio, value $511,848,052.
13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 1,435,956 shares
- Brandywine Global Investment Management, LLC: 857,640 shares
- Clearbridge Investments, LLC: 34,787 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 2,554,930 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $600,484,086.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 1,622,432 shares
- Brandywine Global Investment Management, LLC: 891,741 shares
- Clearbridge Investments, LLC: 40,757 shares
Acceptance time not in the bulk data set (spec §4.2).