Key Client Fiduciary Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1912612
Fairfield, NJ
Position in IBM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,448,495
+$371,698 QoQ
Shares Held
8,707
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,271
of 3,626 holders
Holding Since
Dec 2021
19 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, 2026Key Client Fiduciary Advisors, LLC holds $2,794,043 across 3 Information Technology Services names. IBM ranks #1 (87.6% of the industry book) .
All Filings in IBM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,448,495 | 8,707 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,076,797 | 8,568 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,477,204 | 8,363 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,768,271 | 9,811 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,914,489 | 9,887 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,462,479 | 9,903 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,168,622 | 9,865 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,179,406 | 9,858 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,683,841 | 9,736 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,004,698 | 10,498 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,672,952 | 10,229 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,731,021 | 12,338 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,647,334 | 12,311 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,610,702 | 12,287 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,669,687 | 11,851 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $200,788 | 1,690 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $260,213 | 1,843 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $239,626 | 1,843 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $272,131 | 2,036 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||