Global Assets Advisory, LLC
Position in IBM — International Business Machines Corp
CIK 1942932
ORLANDO, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,175,142
+$855,228 QoQ
Shares Held
11,291
+18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,088
of 3,616 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Global Assets Advisory, LLC holds $4,670,965 across 2 Information Technology Services names. IBM ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
11,291 | $3,175,142 | |
| 2 | CIFR |
Cipher Digital Inc.
|
61,054 | $1,495,823 |
All Filings in IBM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,175,142 | 11,291 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,319,914 | 9,571 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,806,589 | 9,475 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,398,335 | 12,044 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,658,915 | 9,020 | Shares | Sole | 2025-07-22 | |
| 2024-03-31 | $83 | 15,848 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||