Biltmore Family Office, LLC

Family Office

Position in IBM — International Business Machines Corp

CIK 1731123 CHARLOTTE, NC

Position in IBM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$994,358

+$106,242 QoQ

Shares Held

3,536

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,900

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Biltmore Family Office, LLC holds $2,037,123 across 3 Information Technology Services names. IBM ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	3,536	$994,358
2	BR	Broadridge Financial Solutions, Inc.	5,077	$695,295
3	FIS	Fidelity National Information Services, Inc.	8,937	$347,470

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$994,358	3,536	-3.5%	Shares	Sole	2026-08-12
2026-03-31	$888,116	3,664	-29.6%	Shares	Sole	2026-05-11
2025-12-31	$1,540,588	5,201	-20.8%	Shares	Sole	2026-02-04
2025-09-30	$1,852,098	6,564	+0.4%	Shares	Sole	2025-10-31
2025-06-30	$1,926,976	6,537	+0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,625,241	6,536	0.0%	Shares	Sole	2025-05-12
2024-12-31	$1,436,808	6,536	+5.4%	Shares	Sole	2025-02-12
2024-09-30	$1,371,359	6,203	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$1,069,349	6,183	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,180,705	6,183	0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,011,229	6,183	0.0%	Shares	Sole	2024-02-14
2023-09-30	$867,474	6,183	+96.5%	Shares	Sole	2023-11-14
2023-06-30	$421,100	3,147	-1.7%	Shares	Sole	2023-08-07
2023-03-31	$419,619	3,201	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$449,298	3,189	-0.1%	Shares	Sole	2023-02-07
2022-09-30	$379,122	3,191	+1.4%	Shares	Sole	2022-11-10
2022-06-30	$444,324	3,147	0.0%	Shares	Sole	2022-08-04
2022-03-31	$409,172	3,147	-79.0%	Shares	Sole	2022-05-12
2021-12-31	$2,001,023	14,971	+348.5%	Shares	Sole	2022-02-11
2021-09-30	$463,748	3,338	0.0%	Shares	Sole	2021-11-12
2021-06-30	$489,317	3,338	0.0%	Shares	Sole	2021-07-30
2021-03-31	$444,821	3,338	-9.9%	Shares	Sole	2021-05-12
2020-12-31	$466,385	3,705	+9.2%	Shares	Sole	2021-02-09
2020-09-30	$412,826	3,393	-62.4%	Shares	Sole	2020-11-12
2020-06-30	$1,088,862	9,016	0.0%	Shares	Sole	2020-08-05
2020-03-31	$1,000,144	9,016	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.