Canopy Partners, LLC
Position in IBM — International Business Machines Corp
CIK 1960860
CINCINNATI, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$390,600
+$13,199 QoQ
Shares Held
1,389
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,761
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, 2026Canopy Partners, LLC holds $1,006,144 across 4 Information Technology Services names. IBM ranks #2 (38.8% 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 | $390,600 | 1,389 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $377,401 | 1,557 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $459,717 | 1,552 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $414,210 | 1,468 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $410,333 | 1,392 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $334,199 | 1,344 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $293,253 | 1,334 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $292,709 | 1,324 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $232,617 | 1,345 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $229,724 | 1,203 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||