Alpha Family Trust
Position in IBM — International Business Machines Corp
CIK 1568991
Los Angeles, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$608,819
+$84,045 QoQ
Shares Held
2,165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,362
of 3,626 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Alpha Family Trust holds $608,819 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
|
2,165 | $608,819 |
All Filings in IBM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,819 | 2,165 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $524,774 | 2,165 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $641,294 | 2,165 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $610,876 | 2,165 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $638,198 | 2,165 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $538,348 | 2,165 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $475,931 | 2,165 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $478,638 | 2,165 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $374,436 | 2,165 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $413,428 | 2,165 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $354,085 | 2,165 | Shares | Defined | 2024-02-09 | |
| 2022-12-31 | $233,172 | 1,655 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||