HORIZON FINANCIAL SERVICES, LLC
Position in IBM — International Business Machines Corp
CIK 1674020
WINSTON SALEM, NC
Position in IBM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$245,215
+$89,359 QoQ
Shares Held
872
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#3,175
of 3,616 holders
Holding Since
Mar 2024
10 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $290,630 across 8 Information Technology Services names. IBM ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
872 | $245,215 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
174 | $23,829 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
275 | $10,650 | |
| 4 | ACN |
Accenture plc
|
37 | $4,604 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
103 | $4,004 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
139 | $1,572 | |
| 7 | DXC |
DXC Technology Co
|
56 | $495 | |
| 8 | VYX |
NCR Voyix Corp
|
32 | $261 |
All Filings in IBM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,215 | 872 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $155,856 | 643 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $117,002 | 395 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $109,478 | 388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,582 | 80 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,892 | 80 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,586 | 80 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $17,686 | 80 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,836 | 80 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,276 | 80 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||