Outlook Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1767151
SHENANDOAH, TX
Position in IBM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$309,893
+$40,598 QoQ
Shares Held
1,102
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,954
of 3,616 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $1,166,616 across 4 Information Technology Services names. IBM ranks #2 (26.6% of the industry book) .
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,893 | 1,102 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $269,295 | 1,111 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $329,089 | 1,111 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $260,151 | 922 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $255,574 | 867 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $211,609 | 851 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||