EARNED WEALTH ADVISORS, LLC
Position in IBM — International Business Machines Corp
CIK 1905663
WALNUT CREEK, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,185,581
+$2,234 QoQ
Shares Held
4,216
-13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,768
of 3,616 holders
Holding Since
Sep 2024
5 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, 2026EARNED WEALTH ADVISORS, LLC holds $1,185,581 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
|
4,216 | $1,185,581 |
All Filings in IBM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,185,581 | 4,216 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,183,347 | 4,882 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $312,915 | 1,109 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $229,513 | 923 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $43,110 | 195 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||