SAX WEALTH ADVISORS, LLC
Position in IBM — International Business Machines Corp
CIK 1846150
PARSIPPANY, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,404,345
+$744,459 QoQ
Shares Held
8,550
+24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,279
of 3,615 holders
Holding Since
Dec 2020
22 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, 2026SAX WEALTH ADVISORS, LLC holds $4,073,072 across 4 Information Technology Services names. IBM ranks #1 (59.0% of the industry book) .
All Filings in IBM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,404,345 | 8,550 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,659,886 | 6,848 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,090,353 | 7,057 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,753,060 | 6,213 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,696,458 | 5,755 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,375,835 | 5,533 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,000,446 | 4,551 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,036,201 | 4,687 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $730,194 | 4,222 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $717,245 | 3,756 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $614,784 | 3,759 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $633,735 | 4,517 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $629,977 | 4,708 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $646,142 | 4,929 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $693,742 | 4,924 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $607,356 | 5,112 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $721,904 | 5,113 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $787,792 | 5,894 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $698,818 | 5,030 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $734,269 | 5,009 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $648,176 | 4,864 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $480,987 | 3,821 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||