TFC Financial Management, Inc.
Position in IBM — International Business Machines Corp
CIK 1827844
BOSTON, MA
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,856,812
-$165,791 QoQ
Shares Held
10,159
-18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#1,153
of 3,616 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $4,406,843 across 14 Information Technology Services names. IBM ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
10,159 | $2,856,812 | |
| 2 | ACN |
Accenture plc
|
11,916 | $1,482,827 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
376 | $51,493 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
50 | $5,148 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
31 | $4,269 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
200 | $2,262 | |
| 7 | CIFR |
Cipher Digital Inc.
|
73 | $1,788 | |
| 8 | APLD |
Applied Digital Corp.
|
22 | $820 |
All Filings in IBM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,856,812 | 10,159 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,022,603 | 12,470 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,786,156 | 12,782 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,661,026 | 12,975 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,540,307 | 12,010 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,137,343 | 12,617 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,773,595 | 12,617 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,823,633 | 12,772 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,209,436 | 12,775 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,490,309 | 13,041 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,138,252 | 13,074 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,776,759 | 12,664 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,418,653 | 10,602 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,333,185 | 10,170 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,436,373 | 10,195 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,215,426 | 10,230 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,444,373 | 10,230 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,363,909 | 10,490 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,370,950 | 10,257 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,481,410 | 10,663 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,563,089 | 10,663 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,426,015 | 10,701 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,511,441 | 12,007 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,581,709 | 13,000 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||