SEC 13F Intelligence

Brandywine Global Investment Management, LLC / IBM

Brandywine Global Investment Management, LLC’s International Business Machs Position

Does Brandywine Global Investment Management, LLC own International Business Machs (IBM)? Yes364.3K shares worth $108M (+0.72% of its 13F portfolio) as of Q4 2025, down from 385.5K shares the prior filed quarter.

Position Value
$108M
Q4 2025
Shares
364.3K
% of Portfolio
+0.72%
Quarters Held
28
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $95MQ4 ’18Q1 ’19: $124MQ2 ’19: $121MQ3 ’19: $125MQ4 ’19: $111MQ4 ’19Q1 ’20: $90MQ2 ’20: $93MQ3 ’20: $90MQ4 ’20: $93MQ4 ’20Q2 ’21: $100MQ3 ’21: $89MQ4 ’21: $87MQ1 ’22: $81MQ1 ’22Q2 ’22: $83MQ3 ’22: $69MQ4 ’22: $76MQ1 ’23: $133MQ1 ’23Q2 ’23: $61MQ3 ’23: $61MQ4 ’23: $67MQ1 ’24: $115MQ1 ’24Q2 ’24: $144MQ3 ’24: $210MQ4 ’24: $189MQ1 ’25: $126MQ1 ’25Q2 ’25: $145MQ3 ’25: $109MQ4 ’25: $108Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025364.3K$108M+0.72%
Q3 2025385.5K$109M+0.75%
Q2 2025491.3K$145M+1.02%
Q1 2025505.1K$126M+0.91%
Q4 2024857.6K$189M+1.37%
Q3 2024891.7K$210M+1.40%
Q2 2024833.0K$144M+1.08%
Q1 2024600.4K$115M+0.83%
Q4 2023412.4K$67M+0.54%
Q3 2023432.2K$61M+0.53%
Q2 2023458.1K$61M+0.51%
Q1 20231.01M$133M+0.54%
Q4 2022540.9K$76M+0.60%
Q3 2022578.4K$69M+0.64%
Q2 2022588.1K$83M+0.72%
Q1 2022623.7K$81M+0.59%
Q4 2021654.6K$87M+0.62%
Q3 2021640.0K$89M+0.67%
Q2 2021682.1K$100M+0.74%
Q4 2020739.6K$93M+0.77%
Q3 2020742.9K$90M+0.89%
Q2 2020769.3K$93M+0.95%
Q1 2020814.8K$90M+1.08%
Q4 2019817.8K$111M+0.78%
Q3 2019860.2K$125M+0.92%
Q2 2019876.5K$121M+0.84%
Q1 2019875.8K$124M+0.85%
Q4 2018838.8K$95M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brandywine Global Investment Management, LLC’s full portfolio or all institutional holders of IBM.