CWC Advisors, LLC.
Position in IBM — International Business Machines Corp
CIK 1520683
LAKE OSWEGO, OR
Position in IBM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$983,672
+$151,790 QoQ
Shares Held
3,498
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,918
of 3,630 holders
Holding Since
Mar 2025
6 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, 2026CWC Advisors, LLC. holds $2,543,119 across 3 Information Technology Services names. IBM ranks #2 (38.7% of the industry book) .
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,672 | 3,498 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $831,882 | 3,432 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $998,523 | 3,371 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $937,335 | 3,322 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $487,860 | 1,655 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $362,794 | 1,459 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||