Heritage Wealth Advisors
Position in IBM — International Business Machines Corp
CIK 1591122
RICHMOND, VA
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,310,719
+$290,015 QoQ
Shares Held
4,661
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,690
of 3,616 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, 2026Heritage Wealth Advisors holds $1,659,397 across 5 Information Technology Services names. IBM ranks #1 (79.0% 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 | $1,310,719 | 4,661 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,020,704 | 4,211 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,115,526 | 3,766 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,051,046 | 3,725 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,098,350 | 3,726 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $926,258 | 3,725 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $832,496 | 3,787 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $901,122 | 4,076 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $644,238 | 3,725 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $799,740 | 4,188 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $716,676 | 4,382 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $585,331 | 4,172 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $558,255 | 4,172 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $547,956 | 4,180 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $587,793 | 4,172 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $498,051 | 4,192 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $600,339 | 4,252 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $552,845 | 4,252 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $691,824 | 5,176 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $719,379 | 5,178 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $732,803 | 4,999 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $680,825 | 5,109 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $644,883 | 5,123 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $631,588 | 5,191 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $626,917 | 5,191 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $587,596 | 5,297 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||