SEC 13F Intelligence

Greystone Financial Group, LLC / IBM

Greystone Financial Group, LLC’s International Business Machs Position

Does Greystone Financial Group, LLC own International Business Machs (IBM)? Yes — 24.8K shares worth $6M (+1.70% of its 13F portfolio) as of Q1 2026, down from 40.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
24.8K
% of Portfolio
+1.70%
Quarters Held
12
currently held

Position History IBM

Reported value by quarter
Q2 ’23: $8MQ2 ’23Q3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ2 ’24Q3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $11MQ2 ’25Q3 ’25: $14MQ4 ’25: $12MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.8K$6M+1.70%
Q4 202540.0K$12M+1.85%
Q3 202549.0K$14M+2.14%
Q2 202537.5K$11M+1.82%
Q1 202537.7K$9M+1.70%
Q4 202445.2K$10M+1.73%
Q3 202443.3K$10M+1.71%
Q2 202451.3K$9M+1.74%
Q1 202444.7K$9M+1.70%
Q4 202352.0K$9M+1.97%
Q3 202353.8K$8M+1.88%
Q2 202358.2K$8M+1.81%

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