HighPoint Advisor Group LLC
Position in IBM — International Business Machines Corp
CIK 1616034
DOWNERS GROVE, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,068,563
+$779,917 QoQ
Shares Held
10,912
+15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,105
of 3,616 holders
Holding Since
Mar 2020
19 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, 2026HighPoint Advisor Group LLC holds $3,391,080 across 2 Information Technology Services names. IBM ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
10,912 | $3,068,563 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
2,355 | $322,517 |
All Filings in IBM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,068,563 | 10,912 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,288,646 | 9,442 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,754,456 | 9,299 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $15,645,489 | 55,449 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $15,842,656 | 53,744 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,031,027 | 52,405 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,309,594 | 51,447 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,278,175 | 51,014 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,571,747 | 49,562 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,760 | 46,310 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,479,959 | 45,735 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $5,813,498 | 41,175 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $6,170,577 | 44,415 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,436,473 | 43,908 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,405,824 | 40,566 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $4,463,957 | 35,462 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,540,961 | 29,103 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,208,255 | 26,565 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,001,986 | 27,062 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||