Lantz Financial LLC

Position in IBM — International Business Machines Corp

CIK 1766883 NAPERVILLE, IL

Position in IBM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,652,917

+$483,911 QoQ

Shares Held

12,990

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#1,028

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lantz Financial LLC holds $5,954,554 across 3 Information Technology Services names. IBM ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	12,990	$3,652,917
2	BR	Broadridge Financial Solutions, Inc.	9,181	$1,257,337
3	ACN	Accenture plc	8,392	$1,044,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,652,917	12,990	-0.6%	Shares	Sole	2026-07-09
2026-03-31	$3,169,006	13,074	-0.5%	Shares	Sole	2026-04-09
2025-12-31	$3,893,384	13,144	-2.9%	Shares	Sole	2026-01-14
2025-09-30	$3,820,164	13,539	+19.9%	Shares	Sole	2025-11-06
2025-06-30	$3,327,771	11,289	-4.1%	Shares	Sole	2025-07-11
2025-03-31	$2,928,468	11,777	+0.2%	Shares	Sole	2025-04-08
2024-12-31	$2,582,562	11,748	-3.1%	Shares	Sole	2025-01-21
2024-09-30	$2,679,931	12,122	+1.6%	Shares	Sole	2024-10-15
2024-06-30	$2,064,158	11,935	+0.9%	Shares	Sole	2024-08-07
2024-03-31	$2,258,674	11,828	+2.7%	Shares	Sole	2024-04-10
2023-12-31	$1,883,605	11,517	+2.5%	Shares	Sole	2024-01-12
2023-09-30	$1,576,691	11,238	+4.9%	Shares	Sole	2023-10-20
2023-06-30	$1,434,041	10,717	-12.4%	Shares	Sole	2023-07-12
2023-03-31	$1,604,410	12,239	+18.3%	Shares	Sole	2023-04-10
2022-12-31	$1,457,084	10,342	+0.3%	Shares	Sole	2023-01-23
2022-09-30	$1,225,406	10,314	0.0%	Shares	Sole	2022-10-17
2022-06-30	$1,456,233	10,314	-8.8%	Shares	Sole	2022-07-29
2022-03-31	$1,471,046	11,314	+5.0%	Shares	Sole	2022-05-05
2021-12-31	$1,439,785	10,772	+24.8%	Shares	Sole	2022-01-19
2021-09-30	$1,199,105	8,631	-2.6%	Shares	Sole	2021-10-14
2021-06-30	$1,299,080	8,862	+10.3%	Shares	Sole	2021-07-16
2021-03-31	$1,070,610	8,034	+21.1%	Shares	Sole	2021-04-19
2020-12-31	$834,836	6,632	+16.5%	Shares	Sole	2021-01-19
2020-09-30	$692,910	5,695	+7.8%	Shares	Sole	2020-10-09
2020-06-30	$638,269	5,285	+18.6%	Shares	Sole	2020-07-22
2020-03-31	$494,303	4,456	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.