Ellsworth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1843553
HUDSON, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$343,357
+$49,338 QoQ
Shares Held
1,221
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,875
of 3,616 holders
Holding Since
Sep 2024
8 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, 2026Ellsworth Advisors, LLC holds $3,862,454 across 2 Information Technology Services names. IBM ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAIC |
Science Applications International Corp
|
31,873 | $3,519,097 | |
| 2 | IBM |
International Business Machines Corp
This page
|
1,221 | $343,357 |
All Filings in IBM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,357 | 1,221 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $294,019 | 1,213 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $365,523 | 1,234 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $347,903 | 1,233 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $323,963 | 1,099 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $272,282 | 1,095 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $239,175 | 1,088 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $238,987 | 1,081 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||