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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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COM (common), issuer CIK 51143

3,102 managers (3,145 13F filers) reported a position in IBM shares at 2024-12-31, 574,831,016 shares in all. 121 filers opened a position and 111 filers sold out during the quarter.

Managers
3,102
13F filers
3,145
New
121
Added
1,177
Reduced
1,166
Sold out
111
Shares held by filers
574,831,016

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Curbstone Financial Management Corp3,388$745K0.16%+29813F-HRTimeline
Ignite Planners, LLC3,341$744K0.16%+2713F-HRTimeline
Family Firm, Inc.3,382$744K0.17%+413F-HRTimeline
Platform Technology Partners3,380$743K0.23%+113F-HRTimeline
Kolinsky Wealth Management, LLC3,379$743K0.45%+11113F-HRTimeline
LMG Wealth Partners, LLC3,369$741K0.16%+3013F-HRTimeline
OPINICUS CAPITAL, INC.3,356$738K0.62%+2413F-HRTimeline
Eagle Bay Advisors LLC3,356$738K0.46%-8913F-HRTimeline
Baron Financial Group, LLC3,349$736K0.46%+313F-HRTimeline
WINCAP FINANCIAL LLC3,344$735K0.75%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,342$735K0.07%-2013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA3,332$732K0.14%013F-HRTimeline
BIP Wealth, LLC3,326$731K0.05%+20013F-HRTimeline
Medallion Wealth Advisors, LLC3,304$730K0.36%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,319$730K0.11%-2,08913F-HR/ATimeline
Hemenway Trust Co LLC3,316$729K0.06%-2113F-HRTimeline
TWIN CAPITAL MANAGEMENT INC3,315$729K0.08%+5713F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,302$726K0.01%013F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.3,300$725K0.09%+113F-HRTimeline
Maple Capital Management, Inc.3,299$725K0.05%-29813F-HRTimeline
Facet Wealth, Inc.2,873$725K0.02%-2813F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.3,295$724K0.06%013F-HRTimeline
FWG Investments, LLC.3,291$724K0.56%-213F-HRTimeline
Trueblood Wealth Management, LLC3,287$722K0.36%+51913F-HRTimeline
Abacus Planning Group, Inc.3,279$721K0.13%+813F-HRTimeline
Breakwater Capital Group3,279$721K0.14%+49613F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,271$719K0.12%+23113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,261$717K0.44%13F-HRTimeline
FIRST UNITED BANK & TRUST3,248$714K0.26%-2513F-HRTimeline
SMITH, MOORE & CO.3,245$713K0.07%-20213F-HRTimeline
Sawyer & Company, Inc3,244$713K0.26%-33513F-HRTimeline
Wealth Quarterback LLC3,240$712K0.33%-18613F-HRTimeline
Glen Eagle Advisors, LLC3,236$711K0.12%+1,00013F-HRTimeline
Kades & Cheifetz LLC3,230$710K0.36%-2,08213F-HRTimeline
Bouchey Financial Group, Ltd.3,228$710K0.06%+1313F-HRTimeline
Mechanics Financial Corp3,225$709K0.32%013F-HRTimeline
OUTFITTERS FINANCIAL LLC3,222$708K0.57%-5013F-HRTimeline
Wealth Group, Ltd.3,219$708K0.46%+71413F-HRTimeline
Montz Harcus Wealth Management LLC3,216$707K0.4%+2113F-HRTimeline
Cordgrass Capital Advisors, LLC3,215$707K0.21%-42513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,213$706K0.17%-1,22013F-HR/ATimeline
LCNB CORP3,213$706K0.26%-10013F-HRTimeline
Stonebridge Financial Group, LLC3,210$706K0.08%13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …3,209$705K0.1%13F-HRTimeline
Sand Hill Global Advisors, LLC3,207$705K0.03%-5613F-HRTimeline
Generali Investments, Management Co LLC3,207$705K0.18%13F-HRTimeline
Versor Investments LP3,202$704K0.12%new13F-HRTimeline
Roth Financial Partners LLC3,200$703K0.28%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV3,187$701K0.16%-11013F-HRTimeline
BlueSky Wealth Advisors, LLC3,186$700K0.11%013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,185$700K-11Timeline
Warwick Investment Management, Inc.3,182$700K0.14%+1213F-HRTimeline
Wealthstar Advisors, LLC3,157$694K0.3%13F-HRTimeline
HOWE & RUSLING INC3,147$692K0.06%-8613F-HRTimeline
Allred Capital Management, LLC3,144$691K0.27%+513F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA3,144$691K0.09%-50213F-HRTimeline
Lewis Asset Management, LLC3,143$691K0.53%-31513F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,136$689K0.05%013F-HRTimeline
Bond & Devick Financial Network, Inc.3,115$689K0.29%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,132$689K0.07%-113F-HRTimeline
SITTNER & NELSON, LLC3,125$687K0.3%+1,19013F-HRTimeline
First Affirmative Financial Network3,123$687K0.4%+4613F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC3,121$686K0.16%new13F-HRTimeline
Bison Wealth, LLC3,109$684K0.15%-2,86113F-HRTimeline
Dana Investment Advisors, Inc.3,108$683K0.02%-3413F-HRTimeline
Teamwork Financial Advisors, LLC3,107$683K0.09%-3,70313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,097$681K0.26%-1,47813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,093$680K0.31%+313F-HRTimeline
Persium Advisors, LLC3,088$679K0.67%13F-HRTimeline
LifeGuide Financial Advisors, LLC3,087$679K0.29%013F-HRTimeline
Pekin Hardy Strauss, Inc.3,078$677K0.09%-2513F-HRTimeline
REIK & CO., LLC3,072$675K0.16%013F-HRTimeline
Legacy Private Trust Co.3,070$675K0.04%+7513F-HRTimeline
Tyche Wealth Partners LLC3,065$674K0.14%+14613F-HRTimeline
BEACON FINANCIAL GROUP3,062$673K0.07%-22313F-HRTimeline
Elite Financial, Inc.3,064$673K0.36%13F-HRTimeline
Center for Financial Planning, Inc.3,061$673K0.09%013F-HRTimeline
CLARK ESTATES INC/NY3,055$672K0.13%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,055$672K0.42%+55513F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC3,054$671K0.27%-17013F-HRTimeline
Intellectus Partners, LLC3,048$670K0.15%-1,90513F-HRTimeline
Harbour Trust & Investment Management Co3,047$670K0.08%-2013F-HRTimeline
BURNS J W & CO INC/NY3,046$670K0.09%-2513F-HRTimeline
EARNEST PARTNERS LLC3,042$669K<0.01%-8413F-HRTimeline
Indiana Trust & Investment Management Co3,040$668K0.23%-10013F-HRTimeline
VICUS CAPITAL3,038$668K0.06%-1913F-HRTimeline
HARBOR ADVISORY CORP /MA/3,036$667K0.22%013F-HRTimeline
LVZ, Inc.3,026$665K0.09%+50113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,025$665K0.28%013F-HRTimeline
Sandy Cove Advisors, LLC3,023$665K0.26%+11813F-HRTimeline
Bellecapital International Ltd.3,021$664K0.12%-2513F-HRTimeline
WBH ADVISORY INC3,020$664K0.06%-14213F-HRTimeline
BANTAMAC CAPITAL, LLC3,019$664K0.3%-15613F-HRTimeline
SEEDS INVESTOR LLC3,018$663K0.19%+18713F-HRTimeline
ESL Trust Services, LLC3,016$663K0.15%+2,84013F-HRTimeline
Trinity Legacy Partners, LLC3,015$663K0.17%013F-HRTimeline
Reyes Financial Architecture, Inc.3,015$663K0.52%13F-HRTimeline
Piscataqua Savings Bank3,013$662K0.57%013F-HRTimeline
Tyler-Stone Wealth Management3,012$662K0.12%+58413F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA3,008$661K0.15%013F-HRTimeline
WMG Financial Advisors, LLC3,001$660K0.28%+213F-HRTimeline
Shay Capital LLC3,000$659K0.16%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,997$659K0.05%+50213F-HRTimeline
Navis Wealth Advisors, LLC2,991$658K0.72%+3713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,989$657K0.2%+14313F-HRTimeline
MCDANIEL TERRY & CO2,990$657K0.05%013F-HRTimeline
DAVIDSON TRUST CO2,983$656K0.34%-35913F-HRTimeline
EVOKE WEALTH, LLC2,982$656K0.02%+3513F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT2,981$655K0.32%-14913F-HRTimeline
Emergent Wealth Advisors, LLC2,975$654K0.47%+7913F-HRTimeline
Full Sail Capital, LLC2,971$653K0.04%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,970$653K0.14%-55013F-HRTimeline
E&G Advisors, LLC2,970$653K0.18%-10013F-HRTimeline
Cohen Investment Advisors LLC2,967$652K0.39%+913F-HRTimeline
Opal Wealth Advisors, LLC2,964$651K0.2%+31913F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,963$651K0.49%13F-HR/ATimelineGroup
Round Hill Asset Management2,953$649K0.46%-2,55113F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC2,952$649K0.54%+513F-HRTimelineGroup
Intrua Financial, LLC2,950$649K0.11%-36813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,949$648K0.05%+33713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,941$647K0.02%+7513F-HRTimelineGroup
SOA Wealth Advisors, LLC.2,939$646K0.12%-20113F-HR/ATimeline
PROFESSIONAL ADVISORY SERVICES INC2,933$645K0.09%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HENGEHOLD CAPITAL MANAGEMENT LLC2,928$644K0.06%-2913F-HRTimeline
Causey Wealth LLC2,923$643K0.37%13F-HRTimeline
Astoria Portfolio Advisors LLC.2,941$640K0.23%-7513F-HRTimeline
Nemes Rush Group LLC2,913$640K0.08%+7713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,912$640K0.36%-10813F-HRTimeline
Kiker Wealth Management, LLC2,901$638K0.52%13F-HRTimeline
L.K. Benson & Company, P.C.2,900$638K0.45%13F-HRTimeline
DLK Investment Management, LLC2,894$636K0.27%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,890$635K0.27%+513F-HRTimeline
Howard Capital Management Group, LLC2,886$634K0.04%013F-HRTimeline
HARVEY INVESTMENT CO LLC2,882$634K0.07%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,881$633K0.05%+51113F-HRTimeline
Quantum Financial Advisors, LLC2,880$633K0.1%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,869$631K0.1%013F-HRTimeline
Retireful, LLC2,861$629K0.35%new13F-HRTimeline
D'Orazio & Associates, Inc.2,859$629K0.09%+1313F-HRTimeline
Aberdeen Wealth Management LLC2,859$628K0.43%013F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC2,857$628K0.22%new13F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,855$628K0.25%013F-HRTimeline
Clear Harbor Asset Management, LLC2,853$627K0.05%+53013F-HRTimeline
Francis Financial, Inc.3,328$626K0.16%+67413F-HRTimeline
Duncan Williams Asset Management, LLC2,845$625K0.25%+1,78513F-HRTimeline
One Charles Private Wealth Services, LLC2,839$624K0.21%013F-HRTimeline
SAPIENT CAPITAL LLC2,832$623K0.01%+8213F-HRTimeline
Wealthstream Advisors, Inc.2,823$620K0.11%+30413F-HRTimeline
Aviance Capital Partners, LLC2,822$620K0.09%+48513F-HRTimeline
ARS Investment Partners, LLC2,821$620K0.06%013F-HRTimeline
Cromwell Holdings LLC2,821$620K0.36%+12413F-HRTimeline
Crescent Grove Advisors, LLC2,814$619K0.06%013F-HRTimeline
KG Capital Management2,828$618K0.2%+513F-HRTimeline
One Capital Management, LLC2,796$615K0.02%-14813F-HRTimeline
GPS Wealth Strategies Group, LLC2,789$613K0.08%-2,14713F-HRTimeline
Boltwood Capital Management2,782$612K0.19%-2,08113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,781$611K0.16%+56313F-HR/ATimeline
Bullock Wealth Management Group2,780$611K0.36%+213F-HRTimeline
FourThought Financial Partners, LLC2,775$610K0.06%new13F-HRTimeline
Magnus Financial Group LLC2,761$607K0.06%-5313F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,273$607K0.2%+213F-HRTimeline
Amplius Wealth Advisors, LLC2,758$606K0.06%-23813F-HRTimeline
Aljian Capital Management, LLC2,757$606K0.13%-613F-HRTimeline
Coston, McIsaac & Partners2,759$606K0.18%-8213F-HRTimeline
ANB BANK2,751$605K0.27%13F-HRTimeline
APPLETON PARTNERS INC/MA2,749$604K0.04%-1,16813F-HRTimeline
FSM Wealth Advisors, LLC2,707$603K0.15%+11013F-HRTimeline
Saratoga Research & Investment Manageme…2,738$602K0.03%-23013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC2,730$600K0.3%+213F-HRTimeline
HFG Advisors, Inc.2,727$599K0.52%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,725$599K0.27%+19713F-HRTimeline
GREENWOOD GEARHART LLC2,718$597K0.04%-9713F-HRTimeline
COUNTRY TRUST BANK2,713$596K0.01%013F-HRTimeline
Tortoise Investment Management, LLC2,712$596K0.06%+9913F-HR/ATimeline
Black Diamond Financial, LLC2,704$594K0.09%new13F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC2,700$594K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.2,693$592K0.25%+513F-HRTimeline
Unique Wealth Strategies, LLC2,690$591K0.26%+25913F-HRTimeline
Proficio Capital Partners LLC2,686$591K0.05%+1,20613F-HR/ATimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,668$587K0.12%013F-HRTimeline
Pegasus Asset Management, Inc.2,667$586K0.22%+15313F-HRTimeline
Willis Johnson & Associates, Inc.2,665$586K0.04%-49713F-HRTimeline
Wernau Asset Management Inc.2,664$586K0.57%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,653$583K0.04%+113F-HRTimeline
Investment Advisory Group, LLC2,648$582K0.19%-51213F-HRTimeline
Wayfinding Financial, LLC2,649$582K0.31%new13F-HRTimeline
Truvestments Capital LLC2,639$580K0.15%+6213F-HRTimeline
AIRE ADVISORS, LLC2,622$576K0.12%+2013F-HRTimeline
TriaGen Wealth Management LLC2,619$576K0.19%013F-HRTimeline
Private Wealth Partners, LLC2,604$572K0.04%-58113F-HRTimeline
Aventura Private Wealth, LLC2,601$572K0.31%13F-HRTimeline
Eldridge Investment Advisors, Inc.2,597$571K0.13%013F-HRTimeline
Optas, LLC2,596$571K0.12%+5013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC2,594$570K0.51%13F-HRTimeline
626 Financial, LLC2,589$569K0.31%013F-HRTimeline
Towercrest Capital Management2,587$569K0.09%013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA2,585$568K0.42%013F-HRTimeline
Realta Investment Advisors2,548$567K0.23%+1,33513F-HRTimeline
Convergence Financial, LLC2,573$566K0.11%+1,12813F-HRTimeline
Fenimore Asset Management Inc2,573$566K0.01%013F-HRTimeline