Connecticut Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1689829
FARMINGTON, CT
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,017,928
+$513,211 QoQ
Shares Held
14,288
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#983
of 3,616 holders
Holding Since
Mar 2020
26 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, 2026Connecticut Wealth Management, LLC holds $5,101,545 across 4 Information Technology Services names. IBM ranks #1 (78.8% of the industry book) .
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,017,928 | 14,288 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,504,717 | 14,459 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,322,592 | 14,593 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,663,283 | 12,983 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,859,259 | 13,092 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,254,959 | 13,090 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,661,481 | 12,107 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,702,703 | 12,225 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,909,713 | 11,042 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,817,366 | 9,517 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,052,280 | 6,434 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $714,968 | 5,096 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $691,530 | 5,168 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $673,147 | 5,135 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $697,828 | 4,953 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $703,592 | 5,922 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $852,081 | 6,035 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $633,197 | 4,870 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $667,765 | 4,996 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $707,987 | 5,096 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $703,338 | 4,798 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $789,032 | 5,921 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $745,335 | 5,921 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $768,102 | 6,313 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $631,385 | 5,228 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $599,576 | 5,405 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||