Financial Advisors Network, Inc.
Position in IBM — International Business Machines Corp
CIK 1697856
TUSTIN, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$710,617
-$160,775 QoQ
Shares Held
2,527
-29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,215
of 3,616 holders
Holding Since
Mar 2020
21 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, 2026Financial Advisors Network, Inc. holds $2,405,009 across 2 Information Technology Services names. IBM ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IT |
Gartner Inc
|
13,072 | $1,694,392 | |
| 2 | IBM |
International Business Machines Corp
This page
|
2,527 | $710,617 |
All Filings in IBM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,617 | 2,527 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $871,392 | 3,595 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,087,386 | 3,671 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,046,813 | 3,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,093,633 | 3,710 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $778,803 | 3,132 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $757,534 | 3,446 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $532,355 | 3,255 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $456,676 | 3,255 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $429,714 | 3,050 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $372,469 | 3,135 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $465,221 | 3,295 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $441,417 | 3,395 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $631,008 | 4,721 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $648,525 | 4,668 | Shares | Sole | 2021-12-27 | |
| 2021-06-30 | $634,441 | 4,328 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $524,777 | 3,938 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $485,267 | 3,855 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $487,531 | 4,007 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $481,872 | 3,990 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $432,959 | 3,903 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||