WFA of San Diego, LLC
Position in IBM — International Business Machines Corp
CIK 1821407
SAN DIEGO, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$627,941
+$38,691 QoQ
Shares Held
2,233
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#2,328
of 3,615 holders
Holding Since
Jun 2020
14 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, 2026WFA of San Diego, LLC holds $627,941 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
|
2,233 | $627,941 |
All Filings in IBM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,941 | 2,233 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $589,250 | 2,431 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $723,048 | 2,441 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $688,752 | 2,441 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $719,557 | 2,441 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $515,779 | 2,333 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $403,492 | 2,333 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $93,439 | 666 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $89,117 | 666 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $150,611 | 1,069 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $102,221 | 724 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $209,846 | 1,570 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $161,158 | 1,160 | Shares | Sole | 2021-10-25 | |
| 2020-06-30 | $435,013 | 3,602 | Shares | Sole | 2020-08-18 | |
| No filing history on record for this holder in this stock. | ||||||