SEC 13F Intelligence

Richard C. Young & Co., Ltd. / IBM

Richard C. Young & Co., Ltd.’s International Business Machs Position

Does Richard C. Young & Co., Ltd. own International Business Machs (IBM)? Yes — 73.9K shares worth $18M (+1.48% of its 13F portfolio) as of Q1 2026, up from 72.8K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
73.9K
% of Portfolio
+1.48%
Quarters Held
30
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $6MQ2 ’19: $8MQ3 ’19: $9MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $11MQ4 ’21Q1 ’22: $10MQ2 ’22: $11MQ3 ’22: $9MQ4 ’22: $11MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $11MQ3 ’24: $14MQ4 ’24: $14MQ4 ’24Q1 ’25: $16MQ2 ’25: $19MQ3 ’25: $20MQ4 ’25: $22MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202673.9K$18M+1.48%
Q4 202572.8K$22M+1.93%
Q3 202572.1K$20M+1.89%
Q2 202564.6K$19M+1.88%
Q1 202564.5K$16M+1.72%
Q4 202465.7K$14M+1.57%
Q3 202465.3K$14M+1.58%
Q2 202465.6K$11M+1.38%
Q1 202465.3K$12M+1.57%
Q4 202365.8K$11M+1.44%
Q3 202367.6K$9M+1.35%
Q2 202368.3K$9M+1.25%
Q1 202369.8K$9M+1.26%
Q4 202276.2K$11M+1.43%
Q3 202277.4K$9M+1.41%
Q2 202277.5K$11M+1.42%
Q1 202277.8K$10M+1.29%
Q4 202179.4K$11M+1.34%
Q3 202190.2K$13M+1.72%
Q2 202190.5K$13M+1.69%
Q1 202187.0K$12M+1.54%
Q4 202080.1K$10M+1.54%
Q3 202073.9K$9M+1.45%
Q2 202068.1K$8M+1.37%
Q1 202066.9K$7M+1.44%
Q4 201964.7K$9M+1.45%
Q3 201961.9K$9M+1.62%
Q2 201960.4K$8M+1.58%
Q1 201942.8K$6M+1.15%
Q4 201812.0K$1M+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richard C. Young & Co., Ltd.’s full portfolio or all institutional holders of IBM.