Larson Financial Group LLC
Position in IBM — International Business Machines Corp
CIK 1731061
ST LOUIS, MO
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,953,795
+$629,800 QoQ
Shares Held
17,616
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#867
of 3,554 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)
Derivatives in IBM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$465
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Larson Financial Group LLC holds $9,319,854 across 37 Information Technology Services names. IBM ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
17,616 | $4,953,795 | |
| 2 | EFOR |
Everforth Inc
|
50,435 | $901,273 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
5,384 | $737,338 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
4,472 | $615,973 | |
| 5 | VRRM |
VERRA MOBILITY Corp
|
90,011 | $382,546 | |
| 6 | ACN |
Accenture plc
|
2,645 | $329,143 | |
| 7 | WYFI |
WhiteFiber, Inc.
|
7,790 | $302,641 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,385 | $245,583 |
All Filings in IBM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,953,795 | 17,616 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $465 | 300 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $4,323,995 | 17,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,290,014 | 17,859 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,228,424 | 18,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,319,894 | 18,047 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,123,280 | 16,582 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,514,202 | 15,986 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,266,899 | 14,777 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,560,354 | 9,022 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $552,829 | 2,895 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $393,174 | 2,404 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $384,842 | 2,743 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $463,651 | 3,465 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $451,867 | 3,447 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $655,561 | 4,653 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $403,478 | 3,396 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $365,823 | 2,591 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $150,693 | 1,159 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $161,594 | 1,209 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $638,939 | 4,599 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $141,605 | 966 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $125,397 | 941 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $118,327 | 940 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $114,369 | 940 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $113,403 | 939 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $91,960 | 829 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||