Walkner Condon Financial Advisors LLC

Position in IBM — International Business Machines Corp

CIK 1817494 MADISON, WI

Position in IBM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$665,624

+$108,855 QoQ

Shares Held

2,367

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,276

of 3,611 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Walkner Condon Financial Advisors LLC holds $688,475 across 2 Information Technology Services names. IBM ranks #1 (96.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	2,367	$665,624
2	WIT	Wipro Ltd	10,156	$22,851

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$665,624	2,367	+3.0%	Shares	Sole	2026-07-27
2026-03-31	$556,769	2,297	-12.2%	Shares	Sole	2026-04-28
2025-12-31	$774,589	2,615	+1.4%	Shares	Sole	2026-01-21
2025-09-30	$727,690	2,579	+4.2%	Shares	Sole	2025-10-29
2025-06-30	$729,580	2,475	0.0%	Shares	Sole	2025-08-06
2025-03-31	$615,433	2,475	+6.7%	Shares	Sole	2025-04-23
2024-12-31	$509,785	2,319	-5.1%	Shares	Sole	2025-01-30
2024-09-30	$540,319	2,444	-3.7%	Shares	Sole	2024-10-31
2024-06-30	$439,120	2,539	+1.6%	Shares	Sole	2024-08-09
2024-03-31	$477,400	2,500	+3.0%	Shares	Sole	2024-04-23
2023-12-31	$397,099	2,428	+12.8%	Shares	Sole	2024-01-24
2023-09-30	$301,925	2,152	-10.7%	Shares	Sole	2023-10-19
2023-06-30	$322,482	2,410	+18.0%	Shares	Sole	2023-07-21
2023-03-31	$267,685	2,042	+2.1%	Shares	Sole	2023-04-21
2022-12-31	$281,780	2,000	-1.2%	Shares	Sole	2023-01-26
2022-09-30	$240,590	2,025	+4.7%	Shares	Sole	2022-10-28
2022-06-30	$273,202	1,935	-2.9%	Shares	Sole	2022-08-04
2022-03-31	$259,129	1,993	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.