HILLTOP WEALTH ADVISORS, LLC
Position in IBM — International Business Machines Corp
CIK 1786241
CHAPEL HILL, NC
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,861,311
+$375,844 QoQ
Shares Held
10,175
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.30%
of 13F equity value
Holder Rank
#1,150
of 3,616 holders
Holding Since
Mar 2024
10 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, 2026HILLTOP WEALTH ADVISORS, LLC holds $2,861,311 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
|
10,175 | $2,861,311 |
All Filings in IBM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,861,311 | 10,175 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,485,467 | 10,254 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,045,038 | 10,280 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,892,140 | 10,250 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,141,175 | 10,656 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,566,419 | 10,321 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,264,688 | 10,302 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $2,329,962 | 10,539 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,837,074 | 10,622 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $2,465,866 | 12,913 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||