Ellevest, Inc.

Position in IBM — International Business Machines Corp

CIK 1644128 NEW YORK, NY

Position in IBM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,821,115

+$170,197 QoQ

Shares Held

6,476

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,456

of 3,616 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ellevest, Inc. holds $2,748,007 across 3 Information Technology Services names. IBM ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	6,476	$1,821,115
2	ACN	Accenture plc	4,093	$509,332
3	BR	Broadridge Financial Solutions, Inc.	3,049	$417,560

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,821,115	6,476	-4.9%	Shares	Sole	2026-08-10
2026-03-31	$1,650,918	6,811	-4.6%	Shares	Sole	2026-05-11
2025-12-31	$2,114,346	7,138	+3.2%	Shares	Sole	2026-02-10
2025-09-30	$1,951,700	6,917	+74.7%	Shares	Sole	2025-11-14
2025-06-30	$1,167,328	3,960	+65.7%	Shares	Sole	2025-08-05
2025-03-31	$594,297	2,390	+69.0%	Shares	Sole	2025-05-14
2024-12-31	$310,839	1,414	+2.4%	Shares	Sole	2025-02-14
2024-09-30	$305,311	1,381	+1.6%	Shares	Sole	2024-11-13
2024-06-30	$235,039	1,359	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$256,650	1,344	-6.7%	Shares	Sole	2024-05-13
2023-12-31	$235,675	1,441	+63.9%	Shares	Sole	2024-02-06
2023-03-31	$115,228	879	-74.7%	Shares	Sole	2023-05-04
2022-12-31	$488,888	3,470	+16.9%	Shares	Sole	2023-02-03
2022-09-30	$352,628	2,968	-36.1%	Shares	Sole	2022-11-02
2022-06-30	$655,827	4,645	+29.9%	Shares	Sole	2022-07-18
2022-03-31	$464,951	3,576	+12.1%	Shares	Sole	2022-04-19
2021-12-31	$426,375	3,190	+17.3%	Shares	Sole	2022-01-24
2021-09-30	$377,750	2,719	+18.0%	Shares	Sole	2021-10-19
2021-06-30	$337,743	2,304	+31.6%	Shares	Sole	2021-07-13
2021-03-31	$233,338	1,751	+45.0%	Shares	Sole	2021-05-03
2020-12-31	$152,063	1,208	+25.3%	Shares	Sole	2021-02-04
2020-09-30	$117,289	964	+1.5%	Shares	Sole	2020-10-26
2020-06-30	$114,731	950	+66.7%	Shares	Sole	2020-07-06
2020-03-31	$63,230	570	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.