Summit Financial Strategies, Inc.
Position in IBM — International Business Machines Corp
CIK 1625246
Columbus, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$205,002
-$30,484 QoQ
Shares Held
729
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,357
of 3,629 holders
Holding Since
Jun 2022
6 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, 2026Summit Financial Strategies, Inc. holds $1,927,999 across 2 Information Technology Services names. IBM ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WYY |
Widepoint Corp
|
98,457 | $1,722,997 | |
| 2 | IBM |
International Business Machines Corp
This page
|
729 | $205,002 |
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,002 | 729 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $235,486 | 795 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $205,694 | 729 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $235,529 | 799 | Shares | Sole | 2025-07-17 | |
| 2022-09-30 | $219,798 | 1,850 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $239,458 | 1,696 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||