Position in IBM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,475,790
+$151,614 QoQ
Shares Held
5,248
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#1,562
of 3,554 holders
Holding Since
Mar 2024
10 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, 2026Matrix Trust Co holds $1,475,790 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
5,248 | $1,475,790 |
All Filings in IBM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,475,790 | 5,248 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,324,176 | 5,463 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,564,581 | 5,282 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,639,349 | 5,810 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $598,992 | 2,032 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $489,362 | 1,968 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $349,749 | 1,591 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $63,007 | 285 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $12,106 | 70 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,492 | 34 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||