Ascent Wealth Partners, LLC
Position in IBM — International Business Machines Corp
CIK 1546865
NEW HARTFORD, NY
Position in IBM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,618,346
+$802,118 QoQ
Shares Held
9,311
+24.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,217
of 3,616 holders
Holding Since
Sep 2023
12 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, 2026Ascent Wealth Partners, LLC holds $3,236,813 across 3 Information Technology Services names. IBM ranks #1 (80.9% of the industry book) .
All Filings in IBM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,618,346 | 9,311 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,816,228 | 7,493 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,156,112 | 7,279 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,058,075 | 7,294 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,188,446 | 7,424 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,851,273 | 7,445 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,584,754 | 7,209 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,579,395 | 7,144 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,227,080 | 7,095 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $312,792 | 1,638 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $267,894 | 1,638 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $229,811 | 1,638 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||