SEC 13F Intelligence

Baldwin Wealth Partners LLC/Ma / IBM

Baldwin Wealth Partners LLC/Ma’s International Business Machs Position

Does Baldwin Wealth Partners LLC/Ma own International Business Machs (IBM)? Yes — 82.5K shares worth $20M (+1.45% of its 13F portfolio) as of Q1 2026, down from 83.9K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
82.5K
% of Portfolio
+1.45%
Quarters Held
30
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $894,000Q4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $859,000Q2 ’20: $911,000Q3 ’20: $918,000Q4 ’20: $941,000Q4 ’20Q1 ’21: $967,000Q2 ’21: $1MQ3 ’21: $1MQ4 ’21: $981,000Q4 ’21Q1 ’22: $929,000Q2 ’22: $1MQ3 ’22: $849,000Q4 ’22: $13MQ4 ’22Q1 ’23: $12MQ2 ’23: $12MQ3 ’23: $13MQ4 ’23: $15MQ4 ’23Q1 ’24: $17MQ2 ’24: $16MQ3 ’24: $20MQ4 ’24: $19MQ4 ’24Q1 ’25: $21MQ2 ’25: $25MQ3 ’25: $24MQ4 ’25: $25MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202682.5K$20M+1.45%
Q4 202583.9K$25M+1.59%
Q3 202584.2K$24M+1.55%
Q2 202584.3K$25M+1.69%
Q1 202584.5K$21M+1.47%
Q4 202487.2K$19M+1.32%
Q3 202489.6K$20M+1.35%
Q2 202489.7K$16M+1.21%
Q1 202490.1K$17M+1.30%
Q4 202390.2K$15M+1.16%
Q3 202390.8K$13M+1.10%
Q2 202391.4K$12M+1.00%
Q1 202391.4K$12M+1.04%
Q4 202292.3K$13M+1.18%
Q3 20227.1K$849,000+0.12%
Q2 20227.1K$1M+0.13%
Q1 20227.1K$929,000+0.10%
Q4 20217.3K$981,000+0.10%
Q3 20217.3K$1M+0.11%
Q2 20217.3K$1M+0.12%
Q1 20217.3K$967,000+0.11%
Q4 20207.5K$941,000+0.12%
Q3 20207.5K$918,000+0.13%
Q2 20207.5K$911,000+0.13%
Q1 20207.7K$859,000+0.15%
Q4 20198.1K$1M+0.15%
Q3 20198.0K$1M+0.18%
Q2 20198.1K$1M+0.16%
Q1 20198.2K$1M+0.17%
Q4 20187.9K$894,000+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baldwin Wealth Partners LLC/Ma’s full portfolio or all institutional holders of IBM.