Elmwood Wealth Management, Inc.
Position in IBM — International Business Machines Corp
CIK 1731927
BERKELEY, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$383,851
+$108,496 QoQ
Shares Held
1,365
+20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,781
of 3,616 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Elmwood Wealth Management, Inc. holds $494,339 across 2 Information Technology Services names. IBM ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,365 | $383,851 | |
| 2 | WIT |
Wipro Ltd
|
49,106 | $110,488 |
All Filings in IBM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,851 | 1,365 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $275,355 | 1,136 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $323,461 | 1,092 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $318,840 | 1,130 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $215,189 | 730 | Shares | Sole | 2025-07-28 | |
| 2021-12-31 | $166,139 | 1,243 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $159,636 | 1,089 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $132,327 | 993 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $100,742 | 828 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $99,997 | 828 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $114,812 | 1,035 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||