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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
Commonwealth Financial Services, LLC2,016$443K0.09%+20213F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,016$443K0.3%+10913F-HRTimeline
Nadler Financial Group, Inc.2,015$443K0.05%013F-HRTimeline
SIG BROKERAGE, LP2,012$442K0.21%13F-HRTimeline
Clear Creek Financial Management, LLC2,009$442K0.05%-11613F-HRTimeline
Key Financial Inc2,007$441K0.1%-3513F-HRTimeline
Kuhn & Co Investment Counsel2,007$441K0.38%new13F-HRTimeline
Shotwell Rutter Baer Inc2,002$440K0.37%013F-HRTimeline
Ergawealth Advisors, Inc.2,000$440K0.22%013F-HRTimeline
RBA Wealth Management, LLC2,000$440K0.17%-32413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,000$440K0.05%+1913F-HRTimelineGroup
Tandem Investment Partners LLC1,997$439K0.42%13F-HRTimeline
Drucker Wealth 3.0, LLC1,995$438K0.1%+9013F-HR/ATimeline
Hummer Financial Advisory Services Inc1,991$438K0.35%013F-HRTimeline
SYON CAPITAL LLC1,989$437K0.04%+19013F-HRTimeline
Revolve Wealth Partners, LLC1,982$436K0.06%-58613F-HR/ATimeline
Enterprise Bank & Trust Co1,980$435K0.14%+2113F-HRTimeline
Lakeside Advisors, INC.1,980$435K0.29%013F-HRTimeline
PSI Advisors, LLC1,974$434K0.13%+2313F-HRTimeline
W ADVISORS, LLC1,971$433K0.27%+1213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,970$433K0.08%+10013F-HRTimeline
Thompson David Blair1,969$433K0.32%13F-HRTimeline
Faithward Advisors, LLC1,962$431K0.07%-4013F-HRTimeline
BridgePort Financial Solutions, LLC1,700$431K0.19%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,951$429K0.12%-9813F-HRTimeline
Brucke Financial, Inc.1,677$429K0.37%13F-HRTimeline
Parvin Asset Management, LLC1,950$429K0.46%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,946$428K0.09%+51813F-HRTimelineGroup
Broadway Wealth Solutions, Inc.1,942$427K0.32%13F-HRTimeline
Morton Capital Management LLC/CA1,937$426K0.08%+7013F-HRTimeline
Summit Wealth Partners, LLC1,935$425K0.09%+113F-HRTimeline
CKW FINANCIAL GROUP1,932$425K0.05%-64413F-HRTimeline
Goldstein Advisors, LLC1,932$425K0.06%+71513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,929$425K0.01%-55213F-HRTimelineGroup
Human Investing LLC1,929$424K0.08%-7913F-HRTimeline
Pasadena Private Wealth, LLC1,928$424K0.09%+1013F-HRTimeline
BOS Asset Management, LLC1,928$424K0.15%-5613F-HRTimeline
HOEY INVESTMENTS, INC1,926$423K0.07%+93213F-HRTimeline
OMNI 360 Wealth, Inc.1,925$423K0.28%-12613F-HR/ATimeline
LAZARI CAPITAL MANAGEMENT, INC.1,923$423K0.17%+3713F-HRTimeline
FAGAN ASSOCIATES, INC.1,920$422K0.07%013F-HRTimeline
CFM WEALTH PARTNERS LLC1,920$422K0.07%013F-HRTimeline
True Link Financial Advisors, LLC1,920$422K0.04%+8513F-HRTimeline
Rosenberg Matthew Hamilton1,917$422K0.11%-313F-HRTimeline
Wealth Alliance Advisory Group, LLC1,917$421K0.09%-32513F-HRTimeline
NFSG Corp1,912$420K0.11%new13F-HRTimeline
BANK OF HAWAII1,908$419K0.02%-6813F-HRTimeline
Colonial River Investments, LLC1,907$419K0.2%-31513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,907$419K0.03%-7913F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP1,906$419K0.04%013F-HRTimeline
Coastline Trust Co1,905$419K0.05%-56013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BRIGHTON SECURITIES CORP.1,904$419K0.2%13F-HRTimeline
Security Financial Services, INC.1,904$419K0.09%+9213F-HRTimeline
Lee Financial Co1,901$418K0.06%+313F-HRTimeline
Clarity Wealth Advisors, LLC1,901$418K0.11%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,901$418K0.31%013F-HRTimeline
CAPITAL COUNSEL LLC/NY1,900$418K0.02%-2113F-HR/ATimeline
Gradient Capital Advisors, LLC1,897$417K0.13%+7013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,891$416K0.01%-3213F-HRTimelineGroup
Almanack Investment Partners, LLC.1,885$414K0.06%-19613F-HRTimeline
REBALANCE, LLC1,875$412K0.03%013F-HRTimeline
Hickory Point Bank & Trust1,873$412K0.37%13F-HRTimeline
LVW Advisors, LLC1,872$412K0.05%-30413F-HRTimeline
Callan Capital, LLC1,870$411K0.03%+4413F-HRTimeline
Meridian Financial Partners LLC1,871$411K0.22%-5513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,869$411K0.05%-2013F-HRTimeline
BAKER BOYER NATIONAL BANK1,866$410K0.14%+20013F-HRTimeline
Prostatis Group LLC1,865$410K0.12%-8613F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,863$410K0.09%013F-HRTimeline
Kentucky Trust Co1,863$410K0.24%13F-HRTimeline
Community Bank of Raymore1,860$409K0.32%013F-HRTimeline
CENTRAL BANK & TRUST CO1,859$409K0.06%-1713F-HRTimeline
MCF Advisors LLC1,855$408K0.03%-513F-HRTimeline
Paulson Wealth Management Inc.1,854$408K0.11%-18913F-HRTimeline
AJ Advisors, LLC1,847$406K0.21%+1313F-HRTimeline
von Borstel & Associates, Inc.1,850$406K0.16%-4413F-HRTimeline
CAMDEN NATIONAL BANK1,839$404K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Symmetry Inc1,834$403K0.27%+813F-HRTimeline
Gemmer Asset Management LLC1,833$403K0.04%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,832$403K0.03%+26713F-HRTimeline
Values Added Financial LLC1,830$402K0.23%-21113F-HRTimeline
WNY Asset Management, LLC1,825$401K0.05%-69513F-HRTimeline
Rockbridge Investment Management, LCC1,823$401K0.05%+6513F-HRTimeline
Miller Investment Management, LP1,822$401K0.04%013F-HRTimeline
Humankind Investments LLC1,821$400K0.1%-2613F-HRTimeline
Pacifica Partners Inc.1,814$399K0.17%013F-HRTimeline
Riverview Trust Co1,814$399K0.36%-6013F-HRTimeline
Challenger Wealth Management1,811$398K0.34%13F-HRTimeline
Washington Trust Bank1,810$398K0.04%+58613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRENTISS SMITH & CO INC1,810$398K0.26%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,807$397K0.08%013F-HRTimeline
Decker Retirement Planning Inc.1,805$397K0.23%13F-HRTimeline
Hubbell Strickland Wealth Management, L…1,804$397K0.19%013F-HRTimeline
Westshore Wealth, LLC1,800$396K0.16%013F-HRTimeline
Van Cleef Asset Management,Inc1,792$394K0.04%013F-HRTimeline
Capital Advantage, Inc.1,787$393K0.07%new13F-HRTimeline
Total Clarity Wealth Management, Inc.1,786$393K0.13%+4713F-HRTimeline
East Coast Asset Management, LLC.1,783$392K0.13%+313F-HRTimeline
Fidato Wealth LLC1,782$392K0.29%new13F-HRTimeline
McCollum Christoferson Group LLC1,779$391K0.12%013F-HRTimeline
Meridian Financial Advisors, LLC1,779$391K0.27%-4513F-HRTimeline
Beacon Financial Strategies CORP1,778$391K0.26%013F-HRTimeline
MIDDLETON & CO INC/MA1,777$391K0.04%+3513F-HRTimeline
Mission Creek Capital Partners, Inc.18,063$390K0.09%+16,36213F-HRTimeline
RENAISSANCE GROUP LLC1,774$390K0.02%-6713F-HRTimeline
Rothschild Wealth LLC1,770$389K0.11%+613F-HRTimeline
Evernest Financial Advisors, LLC1,768$389K0.1%+24213F-HRTimeline
Merriman Wealth Management, LLC1,766$388K0.02%+7113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,767$388K0.01%+28113F-HRTimelineGroup
Virtue Capital Management, LLC1,765$388K0.08%-1,10213F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC1,765$388K0.38%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,761$387K0.18%-1913F-HRTimeline
Monument Group Wealth Advisors, LLC1,759$387K0.27%013F-HRTimeline
TOBAM1,756$386K0.12%-3,74313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wingate Wealth Advisors, Inc.1,755$386K0.38%13F-HRTimeline
TABLEAUX LLC1,753$385K0.32%13F-HRTimeline
HCR Wealth Advisors1,753$385K0.05%-113F-HRTimeline
COERENTE CAPITAL MANAGEMENT1,750$385K0.07%013F-HRTimeline
PIONEER TRUST BANK N A/OR1,748$384K0.1%013F-HRTimeline
Rise Advisors, LLC1,742$383K0.18%-3213F-HRTimeline
Triangle Securities Wealth Management1,741$383K0.1%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAS Advisors LLC1,739$382K0.64%013F-HRTimeline
Cyrus J. Lawrence, LLC1,740$382K0.07%+8613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,735$381K0.17%-513F-HRTimeline
Asset Planning,Inc1,731$381K0.29%13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,729$380K0.19%-1013F-HRTimeline
Nicholson Wealth Management Group, LLC1,727$380K0.25%013F-HRTimeline
Veltria Advisors Corp.1,726$379K0.16%-113F-HRTimeline
Triune Financial Partners, LLC1,724$379K0.12%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,721$378K0.11%+10813F-HRTimeline
Tranquility Partners, LLC1,716$377K0.14%-3913F-HRTimeline
CNB Bank1,712$376K0.17%-24213F-HRTimeline
New Republic Capital, LLC1,711$376K0.25%+23613F-HRTimeline
Integras Partners LLC1,707$375K0.32%13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,707$375K0.27%-6913F-HRTimeline
Atlas Private Wealth Advisors1,707$375K0.05%+1313F-HRTimeline
Cook Wealth, LLC1,658$375K0.18%+3313F-HRTimeline
DAHRING | CUSMANO LLC1,703$374K0.34%13F-HRTimeline
Krane Funds Advisors LLC1,702$374K0.02%-12113F-HRTimeline
Buck Wealth Strategies, LLC1,702$374K0.08%new13F-HRTimeline
Peachtree Investment Partners, LLC1,701$374K0.14%-80013F-HRTimeline
AlphaCore Capital LLC1,698$373K0.08%-3213F-HRTimeline
O'Brien Wealth Partners LLC1,695$373K0.07%+1013F-HRTimeline
Tranquilli Financial Advisor LLC1,695$373K0.24%new13F-HRTimeline
Nordwand Advisors, LLC1,694$372K0.15%013F-HRTimeline
DSG Capital Advisors, LLC1,693$372K0.07%13F-HRTimeline
STABLEFORD CAPITAL II LLC1,690$372K0.15%013F-HRTimeline
Spartan Planning & Wealth Management1,687$371K0.34%13F-HRTimeline
Golden State Wealth Management, LLC1,682$370K0.06%13F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,680$369K0.01%013F-HRTimeline
S&T Bank/PA1,679$369K0.12%+7513F-HRTimeline
Seed Wealth Management, Inc.1,679$369K0.3%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,678$369K0.17%-8013F-HRTimeline
PFS Partners, LLC1,675$368K0.2%+513F-HRTimeline
FIDUCIENT ADVISORS LLC1,672$368K0.05%+20013F-HRTimeline
Milestone Asset Management Group, LLC1,672$368K0.33%13F-HRTimeline
Brand Asset Management Group, Inc.1,670$367K0.15%-6313F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,667$367K0.05%+613F-HRTimeline
Monterey Private Wealth, Inc.1,666$366K0.12%+40413F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,664$366K0.2%+613F-HRTimeline
Cambridge Financial Group, LLC1,661$365K0.16%013F-HRTimeline
ABLE Financial Group, LLC1,661$365K0.11%-1213F-HRTimeline
Rock Point Advisors, LLC1,660$365K0.11%+7513F-HRTimeline
Main Street Research LLC1,659$365K0.02%+25513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.1,659$365K0.05%013F-HRTimeline
Single Point Partners, LLC1,655$364K0.08%new13F-HRTimeline
HTG Investment Advisors, Inc.1,655$364K0.17%-4613F-HRTimeline
Rice Partnership, LLC1,651$363K0.07%-6513F-HRTimeline
Trinity Wealth Management, LLC1,648$362K0.16%+413F-HRTimeline
Vantage Financial Partners, LLC1,647$362K0.09%-1513F-HRTimeline
Norway Savings Bank1,642$361K0.2%-1913F-HRTimeline
Integris Wealth Management, LLC1,642$361K0.1%-9713F-HRTimeline
BOYAR ASSET MANAGEMENT INC.1,641$361K0.24%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,640$361K0.26%-1513F-HRTimeline
Maia Wealth LLC1,608$360K0.08%+27713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,638$360K0.14%-5813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,637$360K0.16%+2713F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,636$360K0.13%-6713F-HR/ATimeline
GW HENSSLER & ASSOCIATES LTD1,625$359K0.02%013F-HRTimeline
Sterling Investment Counsel, LLC1,623$357K0.24%-3013F-HRTimeline
Resolute Wealth Strategies, LLC1,623$357K0.18%013F-HRTimeline
Latitude Advisors, LLC1,621$356K0.2%-2913F-HRTimeline
ISTHMUS PARTNERS, LLC1,621$356K0.04%new13F-HRTimeline
Bright Futures Wealth Management, LLC.1,558$356K0.32%-10,11013F-HRTimeline
Advance Capital Management, Inc.1,620$356K0.02%+13213F-HRTimeline
Canton Hathaway, LLC1,621$356K0.09%+20013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,619$356K0.07%+21513F-HRTimeline
WR Wealth Planners, LLC1,618$356K0.11%+1413F-HRTimeline
Schneider Downs Wealth Management Advis…1,614$355K0.07%013F-HRTimeline
J.Safra Asset Management Corp1,608$354K0.03%+1,05213F-HRTimeline
TAP Consulting, LLC1,611$354K0.07%+713F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.1,610$354K0.23%013F-HRTimeline
Castleview Partners, LLC1,608$354K0.19%+8613F-HR/ATimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,606$353K0.14%013F-HRTimeline
Carr Financial Group Corp1,604$353K0.11%-4713F-HRTimeline
ProVise Management Group, LLC1,602$352K0.03%-1,68913F-HRTimeline
Bordeaux Wealth Advisors LLC1,601$352K0.06%-15813F-HR/ATimeline
BEACON INVESTMENT ADVISORS LLC1,598$351K0.17%+413F-HRTimeline
CTC LLC1,598$351K0.04%-4,12713F-HRTimeline
Aprio Wealth Management, LLC1,595$351K0.05%+10113F-HRTimeline