Sunburst Financial Group, LLC
Position in IBM — International Business Machines Corp
CIK 1800158
VESTAVIA HILLS, AL
Position in IBM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,150,992
+$159,375 QoQ
Shares Held
4,093
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1,789
of 3,626 holders
Holding Since
Dec 2023
11 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, 2026Sunburst Financial Group, LLC holds $1,150,992 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
|
4,093 | $1,150,992 |
All Filings in IBM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150,992 | 4,093 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $991,617 | 4,091 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,302,435 | 4,397 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,246,582 | 4,418 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,456,213 | 4,940 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,227,634 | 4,937 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,207,965 | 5,495 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,481,678 | 6,702 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,161,013 | 6,713 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,302,920 | 6,823 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,137,817 | 6,957 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||