Bradley & Co. Private Wealth Management, LLC
Position in IBM — International Business Machines Corp
CIK 1861678
MIAMI, FL
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$117,826
+$16,266 QoQ
Shares Held
419
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,447
of 3,616 holders
Holding Since
Mar 2021
21 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, 2026Bradley & Co. Private Wealth Management, LLC holds $119,039 across 3 Information Technology Services names. IBM ranks #1 (99.0% of the industry book) .
All Filings in IBM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,826 | 419 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $101,560 | 419 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $124,111 | 419 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $90,008 | 319 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $89,907 | 305 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $75,840 | 305 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $67,047 | 305 | Shares | Other | 2025-02-04 | |
| 2024-06-30 | $52,749 | 305 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $58,242 | 305 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $49,882 | 305 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $42,790 | 305 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $40,811 | 305 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $39,982 | 305 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $42,970 | 305 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $36,236 | 305 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $43,062 | 305 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $37,965 | 292 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $39,028 | 292 | Shares | Other | 2022-01-21 | |
| 2021-09-30 | $40,567 | 292 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $42,804 | 292 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $52,237 | 392 | Shares | Other | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||