NOVARE CAPITAL MANAGEMENT LLC
Position in IBM — International Business Machines Corp
CIK 1388409
CHARLOTTE, NC
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$840,255
+$169,562 QoQ
Shares Held
2,988
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,051
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026NOVARE CAPITAL MANAGEMENT LLC holds $9,838,280 across 2 Information Technology Services names. IBM ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
65,703 | $8,998,025 | |
| 2 | IBM |
International Business Machines Corp
This page
|
2,988 | $840,255 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,255 | 2,988 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $670,693 | 2,767 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $846,271 | 2,857 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $800,770 | 2,838 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $823,320 | 2,793 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $718,627 | 2,890 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $633,330 | 2,881 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $523,959 | 2,370 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $415,771 | 2,404 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $456,394 | 2,390 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $384,506 | 2,351 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $327,881 | 2,337 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $310,706 | 2,322 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $303,473 | 2,315 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $369,836 | 2,625 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $510,764 | 4,299 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $320,924 | 2,273 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $303,206 | 2,332 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $368,233 | 2,755 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,335,274 | 16,809 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $12,977,172 | 88,527 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,417,182 | 85,676 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,305,672 | 81,869 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,856,607 | 81,011 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,120,430 | 75,519 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,803,701 | 70,348 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||