CWS Financial Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1802459
KALAMAZOO, MI
Position in IBM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,070,268
+$278,037 QoQ
Shares Held
7,362
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,364
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, 2026CWS Financial Advisors, LLC holds $2,527,817 across 2 Information Technology Services names. IBM ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
7,362 | $2,070,268 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
3,341 | $457,549 |
All Filings in IBM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,070,268 | 7,362 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,792,231 | 7,394 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,189,584 | 7,392 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,087,984 | 7,400 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,228,242 | 7,559 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,866,939 | 7,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,697,966 | 7,724 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,707,621 | 7,724 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,437,560 | 8,312 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,543,147 | 8,081 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,345,689 | 8,228 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,085,080 | 7,734 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,034,351 | 7,730 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,023,157 | 7,805 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,272,518 | 9,032 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $979,944 | 8,248 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,201,809 | 8,512 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,173,040 | 9,022 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,176,475 | 8,802 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,313,739 | 8,962 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,203,604 | 9,032 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,134,304 | 9,011 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,107,318 | 9,101 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,149,488 | 9,518 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $987,387 | 8,901 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||