Position in IBM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,435,490
+$2,494,229 QoQ
Shares Held
22,885
+40.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#762
of 3,616 holders
Holding Since
Sep 2025
4 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, 2026Baker Chad R holds $7,952,896 across 2 Information Technology Services names. IBM ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
22,885 | $6,435,490 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
11,080 | $1,517,406 |
All Filings in IBM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,435,490 | 22,885 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,941,261 | 16,260 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,250,904 | 10,975 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,846,737 | 6,545 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||