Opal Wealth Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1844201
JERICHO, NY
Position in IBM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,144,805
+$177,669 QoQ
Shares Held
4,071
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,788
of 3,611 holders
Holding Since
Jun 2023
13 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, 2026Opal Wealth Advisors, LLC holds $1,238,905 across 3 Information Technology Services names. IBM ranks #1 (92.4% of the industry book) .
All Filings in IBM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,805 | 4,071 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $967,136 | 3,990 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,199,058 | 4,048 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,146,698 | 4,064 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,062,976 | 3,606 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $751,450 | 3,022 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $651,576 | 2,964 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $584,756 | 2,645 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $461,776 | 2,670 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $557,985 | 2,922 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $541,677 | 3,312 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $826,367 | 5,890 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $895,188 | 6,690 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||