JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in IBM — International Business Machines Corp
CIK 1903880
MONTGOMERY, AL
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$633,002
+$324,440 QoQ
Shares Held
2,251
+76.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,319
of 3,616 holders
Holding Since
Mar 2025
6 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $1,565,315 across 4 Information Technology Services names. IBM ranks #1 (40.4% of the industry book) .
All Filings in IBM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,002 | 2,251 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $308,562 | 1,273 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $333,827 | 1,127 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $325,047 | 1,152 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $208,114 | 706 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $306,348 | 1,232 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||