Carolina Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1786411
MYRTLE BEACH, SC
Position in IBM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,489,552
+$364,035 QoQ
Shares Held
8,853
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,251
of 3,616 holders
Holding Since
Mar 2020
25 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, 2026Carolina Wealth Advisors, LLC holds $4,307,101 across 2 Information Technology Services names. IBM ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
8,853 | $2,489,552 | |
| 2 | INFY |
Infosys Ltd
|
173,265 | $1,817,549 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,489,552 | 8,853 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,125,517 | 8,769 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $58,353 | 197 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $96,780 | 343 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $43,627 | 148 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $15,168 | 69 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $444,591 | 2,011 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $347,283 | 2,008 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $316,993 | 1,660 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $284,904 | 1,742 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $232,898 | 1,660 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $226,941 | 1,696 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $217,609 | 1,660 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $233,877 | 1,660 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $197,224 | 1,660 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $239,599 | 1,697 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $215,833 | 1,660 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $221,875 | 1,660 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $230,623 | 1,660 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $243,339 | 1,660 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $226,941 | 1,703 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $214,373 | 1,703 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $201,972 | 1,660 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $200,478 | 1,660 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $184,143 | 1,660 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||