Position in IBM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$453,590
+$65,282 QoQ
Shares Held
1,613
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,633
of 3,626 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Lee Financial Co holds $1,182,848 across 2 Information Technology Services names. IBM ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
5,325 | $729,258 | |
| 2 | IBM |
International Business Machines Corp
This page
|
1,613 | $453,590 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,590 | 1,613 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $388,308 | 1,602 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $280,510 | 947 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $349,596 | 1,239 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $327,205 | 1,110 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $409,543 | 1,647 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $417,896 | 1,901 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $419,609 | 1,898 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,059 | 1,654 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $320,048 | 1,676 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $268,549 | 1,642 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $225,883 | 1,610 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $212,757 | 1,590 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $208,433 | 1,590 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $225,001 | 1,597 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $189,739 | 1,597 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $225,904 | 1,600 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $206,731 | 1,590 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $286,834 | 2,146 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $202,837 | 1,460 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $199,362 | 1,360 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $98,345 | 738 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $92,899 | 738 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $89,792 | 738 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $89,128 | 738 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $37,494 | 338 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||