Position in IBM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,128,478
+$154,454 QoQ
Shares Held
7,569
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,358
of 3,630 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, 2026PFG Advisors holds $3,590,952 across 3 Information Technology Services names. IBM ranks #1 (59.3% 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 | $2,128,478 | 7,569 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,974,024 | 8,144 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,247,049 | 7,586 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,657,665 | 9,419 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,597,306 | 8,811 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,029,065 | 8,160 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,804,144 | 8,207 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,737,688 | 7,860 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,075,403 | 6,218 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,074,913 | 5,629 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $851,604 | 5,207 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $822,158 | 5,860 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $785,598 | 5,871 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $755,209 | 5,761 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $604,277 | 4,289 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $494,962 | 4,166 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $537,510 | 3,807 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $463,911 | 3,568 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $563,644 | 4,217 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $581,144 | 4,183 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $614,212 | 4,190 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $547,831 | 4,111 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $414,397 | 3,292 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $371,945 | 3,057 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $350,112 | 2,899 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $242,160 | 2,183 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||