Community Financial Services Group, LLC
Position in IBM — International Business Machines Corp
CIK 1537319
NEWPORT, VT
Position in IBM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$465,683
+$211,659 QoQ
Shares Held
1,656
+58.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,612
of 3,626 holders
Holding Since
Sep 2024
8 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, 2026Community Financial Services Group, LLC holds $643,207 across 6 Information Technology Services names. IBM ranks #1 (72.4% of the industry book) .
All Filings in IBM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,683 | 1,656 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $254,024 | 1,048 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $291,174 | 983 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $277,363 | 983 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $289,768 | 983 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $244,432 | 983 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $216,092 | 983 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $217,321 | 983 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||