FIDUCIARY FINANCIAL GROUP, LLC
Position in IBM — International Business Machines Corp
CIK 1925420
SAN RAFAEL, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$428,845
-$88,900 QoQ
Shares Held
1,525
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,683
of 3,616 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $852,929 across 2 Information Technology Services names. IBM ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,525 | $428,845 | |
| 2 | SAIC |
Science Applications International Corp
|
3,841 | $424,084 |
All Filings in IBM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,845 | 1,525 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $517,745 | 2,136 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $643,368 | 2,172 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $597,050 | 2,116 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $616,974 | 2,093 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $491,352 | 1,976 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $475,052 | 2,161 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $484,828 | 2,193 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $341,749 | 1,976 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||