waypoint wealth counsel
Position in IBM — International Business Machines Corp
CIK 1807909
ATLANTA, GA
Position in IBM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$205,001
-$245,237 QoQ
Shares Held
729
-52.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,346
of 3,616 holders
Holding Since
Dec 2022
12 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, 2026waypoint wealth counsel holds $205,001 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
|
729 | $205,001 |
All Filings in IBM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,001 | 729 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $450,238 | 1,520 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $417,032 | 1,478 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $432,147 | 1,466 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $332,706 | 1,338 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $291,274 | 1,325 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $285,634 | 1,292 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $224,142 | 1,296 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $247,292 | 1,295 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $209,016 | 1,278 | Shares | Sole | 2024-04-03 | |
| 2023-09-30 | $202,452 | 1,443 | Shares | Sole | 2024-04-03 | |
| 2022-12-31 | $535,522 | 3,801 | Shares | Other | 2024-03-22 | |
| No filing history on record for this holder in this stock. | ||||||