Manager × security

PARSONS CAPITAL MANAGEMENT INC/RI IBM holdings history

Who else holds this security? →

INTL BUSINESS MACHINES CORP · CUSIP 459200101 · CIK 1018674

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, PARSONS CAPITAL MANAGEMENT INC/RI reported 100.08K IBM (shares), valued at $28.14M, or 1.27% of its reported non-derivative portfolio. Filed 2026-07-24.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
1.27%
Shares
100.08K
100,079
Reported value
$28.14M
USD

Shares decreased 2.09%; reported value increased 13.59%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.27%100,079SEC filing ↗Filed Jul 24, 2026
Q1 20261.13%102,218SEC filing ↗Filed Apr 15, 2026
Q4 20251.62%99,500SEC filing ↗Filed Jan 13, 2026
Q3 20251.65%103,212SEC filing ↗Filed Oct 29, 2025
Q2 20251.88%103,721SEC filing ↗Filed Jul 18, 2025
Q1 20251.42%104,839SEC filing ↗Filed Apr 15, 2025
Q4 20241.34%112,280SEC filing ↗Filed Jan 22, 2025
Q3 20241.59%113,379SEC filing ↗Filed Nov 4, 2024
Q2 20241.34%113,916SEC filing ↗Filed Jul 19, 2024
Q1 20241.49%114,293SEC filing ↗Filed Apr 22, 2024
Q4 20231.33%114,211SEC filing ↗Filed Jan 22, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20231.33%114,211$18.68MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jan 22, 2024
Q1 20241.49%114,293$21.83MShares increased 0.07%; reported value increased 16.84%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 22, 2024
Q2 20241.34%113,916$19.70MShares decreased 0.33%; reported value decreased 9.73%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 19, 2024
Q3 20241.59%113,379$25.07MShares decreased 0.47%; reported value increased 27.23%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 4, 2024
Q4 20241.34%112,280$24.68MShares decreased 0.97%; reported value decreased 1.53%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 22, 2025
Q1 20251.42%104,839$26.07MShares decreased 6.63%; reported value increased 5.62%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 15, 2025
Q2 20251.88%103,721$30.57MShares decreased 1.07%; reported value increased 17.28%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 18, 2025
Q3 20251.65%103,212$29.12MShares decreased 0.49%; reported value decreased 4.75%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 29, 2025
Q4 20251.62%99,500$29.47MShares decreased 3.60%; reported value increased 1.20%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 13, 2026
Q1 20261.13%102,218$24.78MShares increased 2.73%; reported value decreased 15.93%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 15, 2026
Q2 20261.27%100,079$28.14MShares decreased 2.09%; reported value increased 13.59%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 24, 2026
PARSONS CAPITAL MANAGEMENT INC/RI · INTL BUSINESS MACHINES CORP

Take these holdings further.

This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1018674","quarter":"2026Q2","cusip":"459200101"}

get_institutional_manager_history
{"cik":"1018674","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.