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Wellington Shields & Co., LLC → IBM
Wellington Shields & Co., LLC IBM Position History
International Business Machines Corporation • Technology
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.6M |
| Q4 2025 | $7.9M |
| Q1 2026 | $6.3M |
| Q2 2026 | $6.8M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 7.0K | — | — |
| Q2 2026 | $6.8M | 24.2K | — | — |
| Q1 2026 | $6.3M | 26.1K | — | — |
| Q4 2025 | $7.9M | 26.5K | — | — |
| Q3 2025 | $7.6M | 27.0K | — | — |
Other funds holding IBM
$26.7B
$24.5B
$22.1B
$16.3B
$16.1B
$15.8B
$15.8B