Winthrop Advisory Group LLC
Position in IBM — International Business Machines Corp
CIK 1739043
BOSTON, MA
Position in IBM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,300,877
+$297,141 QoQ
Shares Held
4,626
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,694
of 3,616 holders
Holding Since
Mar 2021
22 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, 2026Winthrop Advisory Group LLC holds $1,533,608 across 3 Information Technology Services names. IBM ranks #1 (84.8% of the industry book) .
All Filings in IBM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,877 | 4,626 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,003,736 | 4,141 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,226,308 | 4,140 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,121,021 | 3,973 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,098,350 | 3,726 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $929,988 | 3,740 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,014,075 | 4,613 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,360,305 | 6,153 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,074,884 | 6,215 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,041,495 | 5,454 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $923,893 | 5,649 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $726,473 | 5,178 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $685,107 | 5,120 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $664,364 | 5,068 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $713,748 | 5,066 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $572,070 | 4,815 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $679,547 | 4,813 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $615,124 | 4,731 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $631,276 | 4,723 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $748,138 | 5,385 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $788,361 | 5,378 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $715,872 | 5,372 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||