Occidental Asset Management, LLC
Position in IBM — International Business Machines Corp
CIK 1770994
Burlingame, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,222,930
+$857,103 QoQ
Shares Held
15,017
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#954
of 3,616 holders
Holding Since
Mar 2020
8 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, 2026Occidental Asset Management, LLC holds $7,723,645 across 2 Information Technology Services names. IBM ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
15,017 | $4,222,930 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
25,562 | $3,500,715 |
All Filings in IBM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,222,930 | 15,017 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,365,827 | 13,886 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,846,583 | 12,986 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,556,344 | 12,604 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $370,243 | 1,256 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $358,567 | 1,442 | Shares | Sole | 2025-05-15 | |
| 2020-06-30 | $1,131,977 | 9,373 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $924,268 | 8,332 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||