Resonant Capital Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1803236
Madison, WI
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,275,287
+$334,330 QoQ
Shares Held
4,535
+16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,706
of 3,616 holders
Holding Since
Mar 2022
18 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, 2026Resonant Capital Advisors, LLC holds $4,160,098 across 6 Information Technology Services names. IBM ranks #2 (30.7% of the industry book) .
All Filings in IBM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,287 | 4,535 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $940,957 | 3,882 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,316,357 | 4,444 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,211,595 | 4,294 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,268,143 | 4,302 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $893,435 | 3,593 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $753,797 | 3,429 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $708,561 | 3,205 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $525,422 | 3,038 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $454,675 | 2,381 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $333,151 | 2,037 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $276,671 | 1,972 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $256,647 | 1,918 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $232,815 | 1,776 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $286,992 | 2,037 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $251,283 | 2,115 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $320,924 | 2,273 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $199,450 | 1,534 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||