Compass Ion Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1621100
CONSHOHOCKEN, PA
Position in IBM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,931,332
+$342,366 QoQ
Shares Held
10,424
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,131
of 3,616 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Compass Ion Advisors, LLC holds $5,052,869 across 5 Information Technology Services names. IBM ranks #1 (58.0% of the industry book) .
All Filings in IBM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,931,332 | 10,424 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $2,588,966 | 10,681 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $3,168,558 | 10,697 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,012,058 | 10,675 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,145,597 | 10,671 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,650,466 | 10,659 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,340,749 | 10,648 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,271,154 | 10,273 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,837,766 | 10,626 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,029,140 | 10,626 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,754,564 | 10,728 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,417,591 | 10,104 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||