LYELL WEALTH MANAGEMENT, LP
Position in IBM — International Business Machines Corp
CIK 1686444
MENLO PARK, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,238,448
+$555,151 QoQ
Shares Held
4,404
+56.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,733
of 3,616 holders
Holding Since
Dec 2023
11 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, 2026LYELL WEALTH MANAGEMENT, LP holds $1,238,448 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
4,404 | $1,238,448 |
All Filings in IBM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,238,448 | 4,404 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $683,297 | 2,819 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $812,800 | 2,744 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $686,777 | 2,434 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $717,494 | 2,434 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $473,945 | 1,906 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $418,995 | 1,906 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $421,378 | 1,906 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $329,642 | 1,906 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $373,708 | 1,957 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $311,726 | 1,906 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||