Balboa Wealth Partners

Position in IBM — International Business Machines Corp

CIK 1929008 SCOTTSDALE, AZ

Position in IBM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$648,189

+$73,725 QoQ

Shares Held

2,305

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,300

of 3,616 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Balboa Wealth Partners holds $1,535,929 across 2 Information Technology Services names. IBM ranks #2 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	APLD	Applied Digital Corp.	23,800	$887,740
2	IBM	International Business Machines Corp This page	2,305	$648,189

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$648,189	2,305	-2.7%	Shares	Sole	2026-08-10
2026-03-31	$574,464	2,370	-26.9%	Shares	Sole	2026-04-16
2025-12-31	$960,016	3,241	+13.9%	Shares	Sole	2026-01-16
2025-09-30	$802,745	2,845	-21.0%	Shares	Sole	2025-11-06
2025-06-30	$1,061,502	3,601	+83.6%	Shares	Sole	2025-07-29
2025-03-31	$487,622	1,961	-13.3%	Shares	Sole	2025-04-23
2024-12-31	$497,035	2,261	-7.0%	Shares	Sole	2025-02-10
2024-09-30	$537,224	2,430	+59.9%	Shares	Sole	2024-11-06
2024-06-30	$262,884	1,520	+2.1%	Shares	Sole	2024-08-13
2024-03-31	$284,339	1,489	+20.6%	Shares	Defined	2024-05-13
2023-12-31	$201,984	1,235	-40.1%	Shares	Defined	2024-02-09
2023-09-30	$289,298	2,062	-4.8%	Shares	Defined	2023-10-23
2023-06-30	$289,966	2,167	+21.3%	Shares	Defined	2023-08-08
2023-03-31	$234,257	1,787	+0.7%	Shares	Sole	2023-05-12
2022-12-31	$250,079	1,775	-40.4%	Shares	Defined	2023-02-14
2022-09-30	$353,697	2,977	—	Shares	Sole	2023-01-04
No filing history on record for this holder in this stock.