Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,112,064
+$2,538,549 QoQ
Shares Held
28,847
+25.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#670
of 3,616 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $8,420,908 across 3 Information Technology Services names. IBM ranks #1 (96.3% of the industry book) .
All Filings in IBM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,112,064 | 28,847 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,573,515 | 22,994 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,541,496 | 18,708 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,374,865 | 19,049 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,616,148 | 19,052 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,772,034 | 19,191 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,810,985 | 26,434 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,059,802 | 27,410 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,758,718 | 27,515 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,247,961 | 27,482 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||