HHM Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1750086
CHATTANOOGA, TN
Position in IBM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$260,962
+$45,963 QoQ
Shares Held
928
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,108
of 3,616 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)
Position in Information Technology Services
Technology · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $323,837 across 6 Information Technology Services names. IBM ranks #1 (80.6% of the industry book) .
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,962 | 928 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $214,999 | 887 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $369,373 | 1,247 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $349,031 | 1,237 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $383,508 | 1,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $332,955 | 1,339 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $316,775 | 1,441 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $261,537 | 1,183 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $213,247 | 1,233 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $210,246 | 1,101 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $177,615 | 1,086 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $125,708 | 896 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $119,893 | 896 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $117,456 | 896 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $73,403 | 521 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $63,088 | 531 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $173,804 | 1,231 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $110,256 | 848 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $112,007 | 838 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $116,423 | 838 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $122,842 | 838 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $114,603 | 860 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $70,870 | 563 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $80,667 | 663 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $80,070 | 663 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $73,546 | 663 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||