CATALYST FINANCIAL PARTNERS LLC
Position in IBM — International Business Machines Corp
CIK 1927537
BOSTON, MA
Position in IBM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,712,006
+$234,882 QoQ
Shares Held
6,088
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,493
of 3,616 holders
Holding Since
Dec 2022
15 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $2,840,193 across 4 Information Technology Services names. IBM ranks #1 (60.3% of the industry book) .
All Filings in IBM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,712,006 | 6,088 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,477,124 | 6,094 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,775,778 | 5,995 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,539,747 | 5,457 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,596,823 | 5,417 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,237,580 | 4,977 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,059,140 | 4,818 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,005,471 | 4,548 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $749,392 | 4,333 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $635,132 | 3,326 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $516,981 | 3,161 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $351,030 | 2,502 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $304,551 | 2,276 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $258,378 | 1,971 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $249,657 | 1,772 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||