CHERRYDALE WEALTH MANAGEMENT, LLC
Position in IBM — International Business Machines Corp
CIK 1907327
HOBOKEN, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$272,211
+$51,394 QoQ
Shares Held
968
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,070
of 3,616 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026CHERRYDALE WEALTH MANAGEMENT, LLC holds $272,211 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
|
968 | $272,211 |
All Filings in IBM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,211 | 968 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $220,817 | 911 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $269,847 | 911 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $257,047 | 911 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $268,544 | 911 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $226,529 | 911 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $202,023 | 919 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $200,077 | 905 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||