SEC 13F Intelligence

Advisors Asset Management, Inc. / IBM

Advisors Asset Management, Inc.’s International Business Machs Position

Does Advisors Asset Management, Inc. own International Business Machs (IBM)? Yes — 158.4K shares worth $38M (+0.64% of its 13F portfolio) as of Q1 2026, down from 164.0K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
158.4K
% of Portfolio
+0.64%
Quarters Held
30
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $35MQ4 ’18Q1 ’19: $45MQ2 ’19: $45MQ3 ’19: $47MQ4 ’19: $44MQ4 ’19Q1 ’20: $44MQ2 ’20: $39MQ3 ’20: $39MQ4 ’20: $40MQ4 ’20Q1 ’21: $41MQ2 ’21: $47MQ3 ’21: $44MQ4 ’21: $42MQ4 ’21Q1 ’22: $43MQ2 ’22: $47MQ3 ’22: $40MQ4 ’22: $47MQ4 ’22Q1 ’23: $42MQ2 ’23: $41MQ3 ’23: $40MQ4 ’23: $44MQ4 ’23Q1 ’24: $49MQ2 ’24: $42MQ3 ’24: $52MQ4 ’24: $51MQ4 ’24Q1 ’25: $53MQ2 ’25: $58MQ3 ’25: $52MQ4 ’25: $49MQ4 ’25Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026158.4K$38M+0.64%
Q4 2025164.0K$49M+0.82%
Q3 2025185.0K$52M+0.89%
Q2 2025196.7K$58M+1.04%
Q1 2025213.2K$53M+1.00%
Q4 2024233.4K$51M+0.95%
Q3 2024236.6K$52M+0.96%
Q2 2024244.7K$42M+0.83%
Q1 2024257.0K$49M+0.94%
Q4 2023268.4K$44M+0.90%
Q3 2023288.1K$40M+0.87%
Q2 2023309.3K$41M+0.85%
Q1 2023323.8K$42M+0.86%
Q4 2022333.5K$47M+0.97%
Q3 2022332.9K$40M+0.83%
Q2 2022332.3K$47M+0.89%
Q1 2022327.8K$43M+0.66%
Q4 2021317.4K$42M+0.61%
Q3 2021319.5K$44M+0.67%
Q2 2021317.4K$47M+0.69%
Q1 2021311.0K$41M+0.64%
Q4 2020316.8K$40M+0.66%
Q3 2020321.4K$39M+0.72%
Q2 2020322.3K$39M+0.76%
Q1 2020329.7K$44M+0.77%
Q4 2019329.7K$44M+0.39%
Q3 2019322.7K$47M+0.86%
Q2 2019324.3K$45M+0.81%
Q1 2019319.6K$45M+0.80%
Q4 2018310.5K$35M+0.71%

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