INTL BUSINESS MACHINES CORP · CUSIP 459200101 · CIK 1354821
As of 2026-06-30, LEVIN CAPITAL STRATEGIES, L.P. reported 60.42K IBM (shares), valued at $16.99M, or 1.14% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 113.80%; reported value increased 148.04%, and weight changed +0.62 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.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.14% | 60,416 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 0.52% | 28,258 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 0.94% | 36,742 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 1.00% | 38,593 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 1.39% | 48,159 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 1.30% | 49,124 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.28% | 60,961 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 1.88% | 88,110 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 2.12% | 116,071 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 2.03% | 104,881 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 2.99% | 164,681 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.99% | 164,681 | $26.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 2.03% | 104,881 | $20.03M | Shares decreased 36.31%; reported value decreased 25.64%, and weight changed -0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 2.12% | 116,071 | $20.07M | Shares increased 10.67%; reported value increased 0.23%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 1.88% | 88,110 | $19.48M | Shares decreased 24.09%; reported value decreased 2.96%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.28% | 60,961 | $13.40M | Shares decreased 30.81%; reported value decreased 31.20%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 1.30% | 49,124 | $12.22M | Shares decreased 19.42%; reported value decreased 8.85%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 1.39% | 48,159 | $14.20M | Shares decreased 1.96%; reported value increased 16.22%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 1.00% | 38,593 | $10.89M | Shares decreased 19.86%; reported value decreased 23.29%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 0.94% | 36,742 | $10.88M | Shares decreased 4.80%; reported value decreased 0.06%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 0.52% | 28,258 | $6.85M | Shares decreased 23.09%; reported value decreased 37.06%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 1.14% | 60,416 | $16.99M | Shares increased 113.80%; reported value increased 148.04%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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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.