Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$84,763,724
+$13,306,668 QoQ
Shares Held
301,425
+2.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#169
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Welch Group, LLC holds $84,958,851 across 3 Information Technology Services names. IBM ranks #1 (99.8% of the industry book) .
All Filings in IBM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,763,724 | 301,425 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $71,457,056 | 294,802 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $86,461,625 | 291,893 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $85,003,521 | 301,260 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $88,550,143 | 300,394 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $74,899,624 | 301,213 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $70,180,068 | 319,247 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $71,403,313 | 322,975 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $56,068,314 | 324,188 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $61,924,126 | 324,278 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $56,235,849 | 343,845 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $47,992,982 | 342,074 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $45,816,410 | 342,399 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $43,977,024 | 335,472 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $46,782,806 | 332,052 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $38,442,401 | 323,562 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $44,109,309 | 312,411 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $39,337,551 | 302,550 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $37,656,432 | 281,733 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $36,613,482 | 263,539 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $37,910,371 | 258,615 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $33,875,886 | 254,209 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $22,767,795 | 180,869 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $27,843,081 | 228,841 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $26,511,432 | 219,520 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $24,073,468 | 217,015 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||