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MORGAN STANLEY: IBM position timeline

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

MORGAN STANLEY held 17,459,828 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 17,459,828 shares
    Change vs previous 13F -2,171,123 shares

    0.26% of the 13F portfolio, value $4,909,878,776.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 19,630,951 shares
    Change vs previous 13F +4,771,145 shares

    0.29% of the 13F portfolio, value $4,758,346,855.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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/A 14,859,806 shares
    Change vs previous 13F -1,164,295 shares

    0.26% of the 13F portfolio, value $4,401,624,222.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 16,024,101 shares
    Change vs previous 13F -99,476 shares

    0.27% of the 13F portfolio, value $4,521,361,405.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    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 16,123,577 shares
    Change vs previous 13F -373,479 shares

    0.31% of the 13F portfolio, value $4,752,908,498.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    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 16,497,056 shares
    Change vs previous 13F +2,486,922 shares

    0.29% of the 13F portfolio, value $4,102,158,596.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    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/A 14,010,134 shares
    Change vs previous 13F -137,152 shares

    0.22% of the 13F portfolio, value $3,079,848,467.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    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/A 14,147,286 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,127,682,638.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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