WOODWARD DIVERSIFIED CAPITAL, LLC
Position in IBM — International Business Machines Corp
CIK 1846177
BAKERSFIELD, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,058,457
+$276,649 QoQ
Shares Held
7,320
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,368
of 3,616 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026WOODWARD DIVERSIFIED CAPITAL, LLC holds $2,058,457 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
|
7,320 | $2,058,457 |
All Filings in IBM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,058,457 | 7,320 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,781,808 | 7,351 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,138,932 | 7,221 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,983,866 | 7,031 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,058,153 | 6,982 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,645,631 | 6,618 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,435,270 | 6,529 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,642,182 | 7,428 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,877,718 | 10,857 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,048,236 | 10,726 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,745,078 | 10,670 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,504,857 | 10,726 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,454,514 | 10,870 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,427,570 | 10,890 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,533,305 | 10,883 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,356,810 | 11,420 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,655,029 | 11,722 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,267,044 | 9,745 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,326,441 | 9,924 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,350,955 | 9,724 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,425,441 | 9,724 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,445,870 | 10,850 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,546,058 | 12,282 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||