LifeSteps Financial, Inc.

Position in IBM — International Business Machines Corp

CIK 1801373 CLAREMONT, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$742,956

+$359,738 QoQ

Shares Held

2,642

+67.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#2,167

of 3,616 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $773,034 across 5 Information Technology Services names. IBM ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	2,642	$742,956
2	BR	Broadridge Financial Solutions, Inc.	155	$21,227
3	LDOS	Leidos Holdings, Inc.	54	$5,560
4	ACN	Accenture plc	22	$2,737
5	KD	Kyndryl Holdings, Inc.	49	$554

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$742,956	2,642	+67.1%	Shares	Sole	2026-07-17
2026-03-31	$383,218	1,581	+22.1%	Shares	Sole	2026-04-22
2025-12-31	$383,591	1,295	+0.2%	Shares	Sole	2026-01-28
2025-09-30	$364,832	1,293	+0.2%	Shares	Sole	2025-10-16
2025-06-30	$380,560	1,291	+0.2%	Shares	Sole	2025-07-23
2025-03-31	$320,522	1,289	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$282,701	1,286	+0.2%	Shares	Sole	2025-02-03
2024-09-30	$283,866	1,284	+0.2%	Shares	Sole	2024-10-16
2024-06-30	$221,548	1,281	+0.2%	Shares	Sole	2024-07-17
2024-03-31	$244,046	1,278	+0.2%	Shares	Sole	2024-04-26
2023-12-31	$208,526	1,275	—	Shares	Sole	2024-01-19
No filing history on record for this holder in this stock.