West Family Investments, Inc.
Position in IBM — International Business Machines Corp
CIK 1568303
CARLSBAD, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,240,698
+$355,248 QoQ
Shares Held
4,412
+20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,731
of 3,616 holders
Holding Since
Jun 2021
20 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, 2026West Family Investments, Inc. holds $2,079,853 across 5 Information Technology Services names. IBM ranks #1 (59.7% of the industry book) .
All Filings in IBM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,240,698 | 4,412 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $885,450 | 3,653 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,528,147 | 5,159 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,470,335 | 5,211 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,527,844 | 5,183 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $927,004 | 3,728 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $817,547 | 3,719 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $831,924 | 3,763 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $515,563 | 2,981 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $572,689 | 2,999 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $447,472 | 2,736 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $356,642 | 2,542 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $260,661 | 1,948 | Shares | Sole | 2023-08-16 | |
| 2022-12-31 | $473,531 | 3,361 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $323,638 | 2,724 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $401,967 | 2,847 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $344,553 | 2,650 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $287,369 | 2,150 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $334,821 | 2,410 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $324,403 | 2,213 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||