Shore Point Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1907092
BRIELLE, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$264,337
+$32,128 QoQ
Shares Held
940
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#3,100
of 3,616 holders
Holding Since
Dec 2021
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, 2026Shore Point Advisors, LLC holds $470,309 across 2 Information Technology Services names. IBM ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
940 | $264,337 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
1,504 | $205,972 |
All Filings in IBM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,337 | 940 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $232,209 | 958 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $278,437 | 940 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $265,230 | 940 | Shares | Sole | 2025-10-24 | |
| 2021-12-31 | $8,554 | 64 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||