McCollum Christoferson Group LLC

Position in IBM — International Business Machines Corp

CIK 1727573 AMHERST, NY

Position in IBM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$6,808,937

+$6,315,189 QoQ

Shares Held

24,213

+1088.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#743

of 3,616 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

McCollum Christoferson Group LLC holds $10,490,922 across 2 Information Technology Services names. IBM ranks #1 (64.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	24,213	$6,808,937
2	IT	Gartner Inc	28,406	$3,681,985

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,808,937	24,213	+1088.7%	Shares	Sole	2026-07-13
2026-03-31	$493,748	2,037	0.0%	Shares	Sole	2026-04-10
2025-12-31	$603,379	2,037	+14.5%	Shares	Sole	2026-01-09
2025-09-30	$501,962	1,779	0.0%	Shares	Sole	2025-11-17
2025-06-30	$524,413	1,779	0.0%	Shares	Sole	2025-08-13
2025-03-31	$442,366	1,779	0.0%	Shares	Sole	2025-05-06
2024-12-31	$391,077	1,779	0.0%	Shares	Sole	2025-02-11
2024-09-30	$393,301	1,779	0.0%	Shares	Sole	2024-10-16
2024-06-30	$307,678	1,779	0.0%	Shares	Sole	2024-07-30
2024-03-31	$339,717	1,779	0.0%	Shares	Sole	2024-04-26
2023-12-31	$290,955	1,779	+20.3%	Shares	Sole	2024-01-19
2023-09-30	$207,503	1,479	-6.9%	Shares	Sole	2023-11-08
2022-12-31	$223,874	1,589	0.0%	Shares	Sole	2023-02-07
2022-06-30	$224,350	1,589	0.0%	Shares	Sole	2022-08-10
2022-03-31	$206,601	1,589	0.0%	Shares	Sole	2022-05-10
2021-12-31	$212,385	1,589	+7.4%	Shares	Sole	2022-02-09
2021-09-30	$205,477	1,479	0.0%	Shares	Sole	2021-10-13
2021-06-30	$216,806	1,479	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.