Clean Yield Group

Position in IBM — International Business Machines Corp

CIK 1525865 NORWICH, VT

Position in IBM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,846,637

+$1,227,411 QoQ

Shares Held

20,791

+9.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#803

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Clean Yield Group holds $10,362,566 across 4 Information Technology Services names. IBM ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	20,791	$5,846,637
2	JKHY	Jack Henry & Associates Inc	32,725	$4,507,541
3	ACN	Accenture plc	46	$5,724
4	INFY	Infosys Ltd	254	$2,664

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,846,637	20,791	+9.1%	Shares	Sole	2026-08-05
2026-03-31	$4,619,226	19,057	+1.2%	Shares	Sole	2026-04-14
2025-12-31	$5,576,153	18,825	-0.8%	Shares	Sole	2026-01-26
2025-09-30	$5,353,139	18,972	-2.9%	Shares	Sole	2025-10-23
2025-06-30	$5,756,758	19,529	-7.7%	Shares	Sole	2025-07-17
2025-03-31	$5,262,888	21,165	-1.8%	Shares	Sole	2025-04-14
2024-12-31	$4,740,194	21,563	+3.0%	Shares	Sole	2025-01-13
2024-09-30	$4,628,530	20,936	-6.7%	Shares	Sole	2024-10-07
2024-06-30	$3,879,960	22,434	+3.2%	Shares	Sole	2024-07-10
2024-03-31	$4,150,706	21,736	-1.8%	Shares	Sole	2024-05-29
2023-12-31	$3,619,034	22,128	-1.3%	Shares	Sole	2024-01-24
2023-09-30	$3,145,245	22,418	-3.0%	Shares	Sole	2023-10-12
2023-06-30	$3,092,349	23,110	-0.4%	Shares	Sole	2023-07-26
2023-03-31	$3,040,370	23,193	-0.1%	Shares	Sole	2023-04-26
2022-12-31	$3,270,197	23,211	-1.8%	Shares	Sole	2023-01-31
2022-09-30	$2,807,480	23,630	-4.3%	Shares	Sole	2022-10-31
2022-06-30	$3,487,393	24,700	-5.3%	Shares	Sole	2022-07-18
2022-03-31	$3,392,351	26,091	+33.0%	Shares	Sole	2022-04-25
2021-12-31	$2,622,542	19,621	+328.6%	Shares	Sole	2022-01-24
2021-09-30	$636,021	4,578	+9.4%	Shares	Sole	2021-10-27
2021-06-30	$613,332	4,184	+46.6%	Shares	Sole	2021-07-26
2021-03-31	$380,323	2,854	+19.4%	Shares	Sole	2021-04-26
2020-12-31	$300,853	2,390	+12.2%	Shares	Sole	2021-01-26
2020-09-30	$259,157	2,130	0.0%	Shares	Sole	2020-10-16
2020-06-30	$257,240	2,130	-19.8%	Shares	Sole	2020-07-22
2020-03-31	$294,630	2,656	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.