West Branch Capital LLC
Position in IBM — International Business Machines Corp
CIK 1738723
AMHERST, MA
Position in IBM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$526,143
-$1,171,314 QoQ
Shares Held
1,871
-73.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,466
of 3,616 holders
Holding Since
Jun 2021
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, 2026West Branch Capital LLC holds $532,990 across 2 Information Technology Services names. IBM ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,871 | $526,143 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
50 | $6,847 |
All Filings in IBM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,143 | 1,871 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,697,457 | 7,003 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,089,169 | 7,053 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,841,094 | 6,525 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,595,644 | 5,413 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,100,569 | 4,426 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $506,708 | 2,305 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $202,288 | 915 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $124,524 | 720 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $108,847 | 570 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $110,723 | 677 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $90,774 | 647 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $86,575 | 647 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $117,849 | 899 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $53,538 | 380 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $43,959 | 370 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $52,240 | 370 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $42,776 | 329 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $57,206 | 428 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $61,823 | 445 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $65,232 | 445 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||