Twelve Points Wealth Management LLC
Position in IBM — International Business Machines Corp
CIK 1877090
CONCORD, MA
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,359,087
-$40,957 QoQ
Shares Held
4,833
-16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,657
of 3,616 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $4,289,840 across 3 Information Technology Services names. IBM ranks #2 (31.7% of the industry book) .
All Filings in IBM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,087 | 4,833 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,400,044 | 5,776 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,783,184 | 6,020 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,155,702 | 7,640 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,715,112 | 12,603 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,203,735 | 12,884 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,967,705 | 13,500 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,714,641 | 12,279 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,937,558 | 11,203 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,899,288 | 9,946 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,579,238 | 9,656 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,298,897 | 9,258 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,126,546 | 8,419 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $912,910 | 6,964 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $685,148 | 4,863 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $575,040 | 4,840 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $654,698 | 4,637 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $482,634 | 3,712 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $340,699 | 2,549 | Shares | Sole | 2022-03-18 | |
| No filing history on record for this holder in this stock. | ||||||