Position in IBM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$679,403
+$147,357 QoQ
Shares Held
2,416
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,260
of 3,616 holders
Holding Since
Mar 2024
10 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, 2026LVW Advisors, LLC holds $1,497,639 across 3 Information Technology Services names. IBM ranks #1 (45.4% of the industry book) .
All Filings in IBM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,403 | 2,416 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $532,046 | 2,195 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $626,187 | 2,114 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $739,259 | 2,620 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $958,329 | 3,251 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $541,830 | 2,179 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $411,521 | 1,872 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $481,070 | 2,176 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $300,760 | 1,739 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $329,978 | 1,728 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||