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Rockefeller Capital Management L.P.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on IBM, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 629,141 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 629,141 shares
    Change vs previous 13F +10,240 shares

    0.27% of the 13F portfolio, value $176,921,514.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    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 618,901 shares
    Change vs previous 13F +54,713 shares

    0.27% of the 13F portfolio, value $150,015,955.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    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 564,188 shares
    Change vs previous 13F +95,065 shares

    0.3% of the 13F portfolio, value $167,118,483.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    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 469,123 shares
    Change vs previous 13F +8,816 shares

    0.26% of the 13F portfolio, value $132,367,963.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    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/A 460,307 shares
    Change vs previous 13F +42,588 shares

    0.3% of the 13F portfolio, value $135,689,748.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    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 417,719 shares
    Change vs previous 13F -18,438 shares

    0.26% of the 13F portfolio, value $103,870,357.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    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 436,157 shares
    Change vs previous 13F -58 shares

    0.25% of the 13F portfolio, value $95,874,996.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    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 436,215 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $96,432,767.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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