Skip to content
Disclosery

Wellington Shields Capital Management, LLC: IBM position timeline

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

Wellington Shields Capital Management, LLC held 38,740 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,740 shares
    Change vs previous 13F -5,675 shares

    0.88% of the 13F portfolio, value $10,894,140.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 14,566 shares
    • Wellington Shields & Co., LLC: 24,174 shares

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

  2. period ended2026-03-31
    13F 44,415 shares
    Change vs previous 13F -2,662 shares

    1.02% of the 13F portfolio, value $10,765,872.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 18,291 shares
    • Wellington Shields & Co., LLC: 26,124 shares

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

  3. period ended2025-12-31
    13F 47,077 shares
    Change vs previous 13F -2,066 shares

    1.28% of the 13F portfolio, value $13,944,826.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 20,574 shares
    • Wellington Shields & Co., LLC: 26,503 shares

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

  4. period ended2025-09-30
    13F 49,143 shares
    Change vs previous 13F +7 shares

    1.33% of the 13F portfolio, value $13,866,081.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 22,174 shares
    • Wellington Shields & Co., LLC: 26,969 shares

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

  5. period ended2025-06-30
    13F 49,136 shares
    Change vs previous 13F +5,817 shares

    1.53% of the 13F portfolio, value $14,484,358.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 21,869 shares
    • Wellington Shields & Co., LLC: 27,267 shares

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

  6. period ended2025-03-31
    13F 43,319 shares
    Change vs previous 13F -327,531 shares

    1.24% of the 13F portfolio, value $10,771,635.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 18,369 shares
    • Wellington Shields & Co., LLC: 24,950 shares

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

  7. period ended2024-12-31
    13F 370,850 shares
    Change vs previous 13F +327,570 shares

    1.05% of the 13F portfolio, value $9,365,798.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 346,664 shares
    • Wellington Shields & Co., LLC: 24,186 shares

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

  8. period ended2024-09-30
    13F 43,280 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $9,568,283.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 18,219 shares
    • Wellington Shields & Co., LLC: 25,061 shares

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