JNBA Financial Advisors
Position in IBM — International Business Machines Corp
CIK 1569118
BLOOMINGTON, MN
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$202,471
+$36,434 QoQ
Shares Held
720
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,367
of 3,626 holders
Holding Since
Mar 2020
26 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, 2026JNBA Financial Advisors holds $312,317 across 5 Information Technology Services names. IBM ranks #1 (64.8% of the industry book) .
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,471 | 720 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $166,037 | 685 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $117,002 | 395 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $106,938 | 379 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $89,907 | 305 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $75,841 | 305 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $111,673 | 508 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $100,591 | 455 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $83,016 | 480 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $91,660 | 480 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $78,504 | 480 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $81,374 | 580 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $77,609 | 580 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $76,032 | 580 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $81,716 | 580 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $68,909 | 580 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $81,890 | 580 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $88,413 | 680 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $111,472 | 834 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $98,779 | 711 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $104,225 | 711 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $108,073 | 811 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $108,382 | 861 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $107,677 | 885 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $106,881 | 885 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $100,280 | 904 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||