CVA Family Office, LLC
Family OfficePosition in IBM — International Business Machines Corp
CIK 1802084
DENVER, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$805,104
+$95,387 QoQ
Shares Held
2,863
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,063
of 3,554 holders
Holding Since
Mar 2020
26 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, 2026CVA Family Office, LLC holds $1,294,118 across 20 Information Technology Services names. IBM ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,863 | $805,104 | |
| 2 | ACN |
Accenture plc
|
1,161 | $144,474 | |
| 3 | INFY |
Infosys Ltd
|
13,000 | $136,370 | |
| 4 | IT |
Gartner Inc
|
333 | $43,163 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
834 | $32,425 | |
| 6 | SAIC |
Science Applications International Corp
|
284 | $31,356 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
627 | $24,283 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
170 | $23,281 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,104 | 2,863 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $709,717 | 2,928 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $707,645 | 2,389 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $664,768 | 2,356 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $706,292 | 2,396 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $678,841 | 2,730 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $464,940 | 2,115 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $414,746 | 1,876 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $310,618 | 1,796 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $332,079 | 1,739 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $283,759 | 1,735 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $219,569 | 1,565 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $174,622 | 1,305 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $154,292 | 1,177 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $197,668 | 1,403 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $158,730 | 1,336 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $253,153 | 1,793 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $225,714 | 1,736 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $150,902 | 1,129 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $35,010 | 252 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $284,970 | 1,944 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $72,893 | 547 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $32,099 | 255 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $30,660 | 252 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $30,192 | 250 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,319 | 75 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||