Position in IBM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,435,472
+$1,038,560 QoQ
Shares Held
26,441
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#705
of 3,616 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026HALL LAURIE J TRUSTEE holds $12,147,921 across 2 Information Technology Services names. IBM ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
26,441 | $7,435,472 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
34,410 | $4,712,449 |
All Filings in IBM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,435,472 | 26,441 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $6,396,912 | 26,391 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $7,811,352 | 26,371 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $7,992,463 | 28,326 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $8,786,801 | 29,808 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $7,449,355 | 29,958 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,777,137 | 30,829 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $6,804,619 | 30,779 | Shares | Other | 2024-10-08 | |
| 2024-06-30 | $4,945,330 | 28,594 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $5,406,267 | 28,311 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $4,477,670 | 27,378 | Shares | Other | 2024-01-11 | |
| 2023-09-30 | $3,272,216 | 23,323 | Shares | Other | 2023-10-12 | |
| 2023-06-30 | $2,801,043 | 20,933 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $2,407,859 | 18,368 | Shares | Other | 2023-04-07 | |
| 2022-12-31 | $2,019,374 | 14,333 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $1,699,931 | 14,308 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $311,747 | 2,208 | Shares | Other | 2022-07-06 | |
| 2022-03-31 | $287,084 | 2,208 | Shares | Other | 2022-04-06 | |
| 2021-12-31 | $67,899 | 508 | Shares | Other | 2022-01-05 | |
| 2021-09-30 | $84,469 | 608 | Shares | Other | 2021-10-04 | |
| 2021-06-30 | $89,125 | 608 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $81,021 | 608 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $107,375 | 853 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $112,908 | 928 | Shares | Other | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||