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Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

IBM holding history

International Business Machines Corp in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q2 2025 holdings

Shares (Q2 2025)
270
Value
$79.6K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2024
Holdings of IBM by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025270$79.6K<0.1%00.0%UnchangedHolders
Q1 2025270$67.1K<0.1%00.0%UnchangedHolders
Q4 2024270$59.4K<0.1%+270NewHolders