TILIA FIDUCIARY PARTNERS, INC.
Position in IBM — International Business Machines Corp
CIK 1910210
WILMINGTON, NC
Position in IBM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,515,423
+$466,986 QoQ
Shares Held
8,945
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,243
of 3,615 holders
Holding Since
Dec 2021
13 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, 2026TILIA FIDUCIARY PARTNERS, INC. holds $4,416,836 across 2 Information Technology Services names. IBM ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
8,945 | $2,515,423 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
13,884 | $1,901,413 |
All Filings in IBM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,515,423 | 8,945 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,048,437 | 8,451 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,324,952 | 7,849 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,112,814 | 7,488 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,100,307 | 7,125 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,697,104 | 6,825 | Shares | Sole | 2025-04-14 | |
| 2023-06-30 | $4,817 | 36 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $87,305 | 666 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,072 | 36 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,277 | 36 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,082 | 36 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $20,933 | 161 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $152,639 | 1,142 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||