Abundance Wealth Counselors

Position in IBM — International Business Machines Corp

CIK 1767080 STATE COLLEGE, PA

Position in IBM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,739,513

+$2,613,753 QoQ

Shares Held

16,854

+92.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#906

of 3,616 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abundance Wealth Counselors holds $5,625,484 across 3 Information Technology Services names. IBM ranks #1 (84.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	16,854	$4,739,513
2	CIFR	Cipher Digital Inc.	34,035	$833,857
3	BBAI	BigBear.ai Holdings, Inc.	14,200	$52,114

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,739,513	16,854	+92.2%	Shares	Sole	2026-07-23
2026-03-31	$2,125,760	8,770	+3.5%	Shares	Sole	2026-04-23
2025-12-31	$2,509,787	8,473	+17.3%	Shares	Sole	2026-01-26
2025-09-30	$2,037,759	7,222	-2.4%	Shares	Sole	2025-10-22
2025-06-30	$2,181,077	7,399	-50.6%	Shares	Sole	2025-07-21
2025-03-31	$3,721,196	14,965	-0.4%	Shares	Sole	2025-04-21
2024-12-31	$3,303,165	15,026	-2.9%	Shares	Sole	2025-01-24
2024-09-30	$3,420,549	15,472	-13.9%	Shares	Sole	2024-10-17
2024-03-31	$3,430,978	17,967	+3.8%	Shares	Sole	2024-04-19
2023-12-31	$2,830,559	17,307	+5.7%	Shares	Sole	2024-01-17
2023-09-30	$2,296,290	16,367	-1.0%	Shares	Sole	2023-10-30
2023-03-31	$2,167,573	16,535	+4.4%	Shares	Sole	2023-05-02
2022-12-31	$2,231,415	15,838	+4.4%	Shares	Sole	2023-02-02
2022-09-30	$1,802,228	15,169	+2.7%	Shares	Sole	2022-11-01
2022-06-30	$2,084,952	14,767	-5.8%	Shares	Sole	2022-08-05
2022-03-31	$2,038,713	15,680	+6.9%	Shares	Sole	2022-04-28
2021-12-31	$1,961,326	14,674	+10.2%	Shares	Sole	2022-01-18
2021-06-30	$1,951,406	13,312	+79.1%	Shares	Sole	2021-07-26
2021-03-31	$990,654	7,434	+25.5%	Shares	Sole	2021-05-06
2020-12-31	$745,713	5,924	+1.5%	Shares	Sole	2021-01-27
2020-09-30	$709,822	5,834	+0.3%	Shares	Sole	2020-11-04
2020-06-30	$702,277	5,815	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.