Mascoma Wealth Management LLC
Position in IBM — International Business Machines Corp
CIK 1695664
HANOVER, NH
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$223,561
+$28,922 QoQ
Shares Held
795
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#3,269
of 3,616 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Mascoma Wealth Management LLC holds $249,879 across 7 Information Technology Services names. IBM ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
795 | $223,561 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
111 | $15,201 | |
| 3 | ACN |
Accenture plc
|
82 | $10,204 | |
| 4 | CDW |
CDW Corp
|
3 | $421 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
12 | $310 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
11 | $124 | |
| 7 | CNDT |
CONDUENT Inc
|
40 | $58 |
All Filings in IBM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,561 | 795 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $194,639 | 803 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $249,112 | 841 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $234,474 | 831 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $244,962 | 831 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $206,636 | 831 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $203,782 | 927 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $183,717 | 831 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $143,721 | 831 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $338,763 | 1,774 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $289,974 | 1,773 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $248,611 | 1,772 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $236,977 | 1,771 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $385,273 | 2,939 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $345,024 | 2,904 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $409,874 | 2,903 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $364,316 | 2,802 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $372,109 | 2,784 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $405,397 | 2,918 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $434,199 | 2,962 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $447,886 | 3,361 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $429,250 | 3,410 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||