Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$963,706
+$172,788 QoQ
Shares Held
3,427
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,929
of 3,616 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Family Manage LLC holds $963,706 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,427 | $963,706 |
All Filings in IBM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,706 | 3,427 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $790,918 | 3,263 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $954,092 | 3,221 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $697,781 | 2,473 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $665,318 | 2,257 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $580,123 | 2,333 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $484,165 | 2,190 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $377,031 | 2,180 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $419,157 | 2,195 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $353,104 | 2,159 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $301,504 | 2,149 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $287,557 | 2,149 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $281,712 | 2,149 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $302,772 | 2,149 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $255,322 | 2,149 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $303,417 | 2,149 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $256,789 | 1,975 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $254,622 | 1,905 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $264,661 | 1,905 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $279,253 | 1,905 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $253,860 | 1,905 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $241,689 | 1,920 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $234,214 | 1,925 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,130,720 | 25,923 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,875,637 | 25,923 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||